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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 | $14,601 | $71,208-79.5% | $93,681-84.4% | $80,911-82.0% |
| Participation rate | 26.9% | 60.4%-33.5pp | 68.7%-41.9pp | 67.6%-40.8pp |
| Annual return | 41.78% | 11.27%+30.5pp | 133.47%-91.7pp | 35.63%+6.2pp |
| Employer contribution / active EE | $32 | $1,564-97.9% | $2,422-98.7% | $2,756-98.8% |
| Participant deferral / active EE | $1,434 | $4,035-64.5% | $4,415-67.5% | $4,297-66.6% |
| Admin fee / account holder | $2,155 | $6,951-69.0% | $8,290-74.0% | $6,935-68.9% |