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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 | $16,395 | $63,346-74.1% | $92,240-82.2% | $70,126-76.6% |
| Participation rate | 45.7% | 68.7%-23.0pp | 76.5%-30.8pp | 69.5%-23.9pp |
| Annual return | 20.07% | 530.19%-510.1pp | 176.29%-156.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $390 | $2,471-84.2% | $3,680-89.4% | $2,343-83.4% |
| Participant deferral / active EE | $1,190 | $2,854-58.3% | $3,897-69.5% | $3,332-64.3% |
| Admin fee / account holder | $2,406 | $3,841-37.4% | $5,194-53.7% | $4,645-48.2% |