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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 | $15,954 | $63,346-74.8% | $92,240-82.7% | $70,126-77.3% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 17.56% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $272 | $2,471-89.0% | $3,680-92.6% | $2,343-88.4% |
| Participant deferral / active EE | $2,619 | $2,854-8.2% | $3,897-32.8% | $3,332-21.4% |
| Admin fee / account holder | $301 | $3,841-92.2% | $5,194-94.2% | $4,645-93.5% |