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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 | $17,990 | $154,193-88.3% | $130,045-86.2% | $139,466-87.1% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 25.14% | 32.51%-7.4pp | -137.30%+162.4pp | 373.66%-348.5pp |
| Employer contribution / active EE | $419 | $5,292-92.1% | $4,321-90.3% | $4,754-91.2% |
| Participant deferral / active EE | $3,587 | $6,709-46.5% | $5,820-38.4% | $6,712-46.6% |
| Admin fee / account holder | $801 | $13,989-94.3% | $10,600-92.4% | $11,409-93.0% |