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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 | $15,030 | $78,636-80.9% | $105,607-85.8% | $74,459-79.8% |
| Participation rate | 65.3% | 72.8%-7.4pp | 75.3%-9.9pp | 67.2%-1.9pp |
| Annual return | 13.05% | 15.96%-2.9pp | 116.11%-103.1pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $231 | $2,523-90.8% | $3,167-92.7% | $2,626-91.2% |
| Participant deferral / active EE | $2,596 | $4,322-39.9% | $5,011-48.2% | $4,350-40.3% |
| Admin fee / account holder | $2,238 | $2,220+0.8% | $10,958-79.6% | $1,945+15.1% |