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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 | $14,258 | $65,555-78.3% | $86,216-83.5% | $75,173-81.0% |
| Participation rate | 52.6% | 60.5%-7.9pp | 69.0%-16.3pp | 67.2%-14.6pp |
| Annual return | 20.00% | 46.07%-26.1pp | 1169.42%-1149.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | -$16 | $1,553-101.0% | $2,382-100.7% | $2,671-100.6% |
| Participant deferral / active EE | $3,182 | $3,023+5.3% | $3,986-20.2% | $4,126-22.9% |
| Admin fee / account holder | $757 | $5,469-86.2% | $6,853-89.0% | $5,651-86.6% |