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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 | $14,033 | $106,905-86.9% | $84,020-83.3% | $152,885-90.8% |
| Participation rate | 18.2% | 75.2%-57.1pp | 69.0%-50.8pp | 82.5%-64.3pp |
| Annual return | 16.59% | 105.00%-88.4pp | 71.31%-54.7pp | 345.39%-328.8pp |
| Employer contribution / active EE | $112 | $2,735-95.9% | $1,984-94.3% | $4,763-97.6% |
| Participant deferral / active EE | $1,432 | $4,012-64.3% | $3,239-55.8% | $5,851-75.5% |
| Admin fee / account holder | $1,964 | $8,287-76.3% | $6,101-67.8% | $11,598-83.1% |