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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 | $14,421 | $176,794-91.8% | $146,647-90.2% | $167,553-91.4% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 16.35% | 24.04%-7.7pp | 22.75%-6.4pp | 478.89%-462.5pp |
| Employer contribution / active EE | $458 | $5,161-91.1% | $4,137-88.9% | $4,840-90.5% |
| Participant deferral / active EE | $6,574 | $6,440+2.1% | $5,506+19.4% | $6,343+3.6% |
| Admin fee / account holder | $38,526 | $13,262+190.5% | $10,281+274.8% | $12,316+212.8% |