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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 | $14,058 | $91,536-84.6% | $130,062-89.2% | $75,177-81.3% |
| Participation rate | 50.9% | 71.5%-20.6pp | 78.5%-27.6pp | 67.2%-16.3pp |
| Annual return | 16.35% | -631.62%+648.0pp | -137.37%+153.7pp | 160.75%-144.4pp |
| Employer contribution / active EE | $555 | $2,845-80.5% | $4,322-87.2% | $2,671-79.2% |
| Participant deferral / active EE | $2,350 | $4,343-45.9% | $5,821-59.6% | $4,126-43.0% |
| Admin fee / account holder | $527 | $6,780-92.2% | $10,601-95.0% | $5,651-90.7% |