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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,807 | $149,741-90.1% | $118,914-87.5% | $158,982-90.7% |
| Participation rate | 36.4% | 82.1%-45.8pp | 75.4%-39.0pp | 82.0%-45.6pp |
| Annual return | 24.42% | 19.94%+4.5pp | 35.89%-11.5pp | 302.99%-278.6pp |
| Employer contribution / active EE | $665 | $4,119-83.9% | $3,264-79.6% | $4,763-86.0% |
| Participant deferral / active EE | $1,721 | $5,226-67.1% | $4,266-59.7% | $5,983-71.2% |
| Admin fee / account holder | $1,367 | $8,607-84.1% | $6,582-79.2% | $11,252-87.8% |