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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 | $15,859 | $102,385-84.5% | $147,080-89.2% | $80,935-80.4% |
| Participation rate | 60.4% | 75.9%-15.5pp | 82.2%-21.8pp | 67.7%-7.2pp |
| Annual return | 15.86% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $265 | $3,717-92.9% | $4,933-94.6% | $2,757-90.4% |
| Participant deferral / active EE | $3,516 | $6,651-47.1% | $8,066-56.4% | $4,299-18.2% |
| Admin fee / account holder | $3,892 | $7,951-51.0% | $12,989-70.0% | $6,924-43.8% |