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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 | $12,789 | $91,179-86.0% | $178,499-92.8% | $79,852-84.0% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.1pp | 69.6%-31.8pp |
| Annual return | 15.21% | 24.19%-9.0pp | 151.10%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $324 | $3,256-90.1% | $5,011-93.5% | $2,471-86.9% |
| Participant deferral / active EE | $942 | $3,236-70.9% | $5,202-81.9% | $3,740-74.8% |
| Admin fee / account holder | $887 | $6,749-86.9% | $13,986-93.7% | $5,306-83.3% |