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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 | $13,172 | $117,846-88.8% | $102,434-87.1% | $145,884-91.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 13.64% | 31.90%-18.3pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $599 | $3,615-83.4% | $3,023-80.2% | $4,662-87.1% |
| Participant deferral / active EE | $2,276 | $5,733-60.3% | $5,055-55.0% | $6,690-66.0% |
| Admin fee / account holder | $328 | $13,356-97.5% | $9,462-96.5% | $13,392-97.6% |