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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 | $12,835 | $95,383-86.5% | $185,837-93.1% | $85,856-85.1% |
| Participation rate | 59.3% | 68.8%-9.5pp | 81.7%-22.4pp | 69.3%-10.1pp |
| Annual return | 25.01% | 23.59%+1.4pp | 122.08%-97.1pp | 318.58%-293.6pp |
| Employer contribution / active EE | $332 | $3,313-90.0% | $5,168-93.6% | $2,565-87.0% |
| Participant deferral / active EE | $2,763 | $3,423-19.3% | $5,568-50.4% | $3,952-30.1% |
| Admin fee / account holder | $16,041 | $7,213+122.4% | $16,241-1.2% | $6,261+156.2% |