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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 | $15,004 | $208,088-92.8% | $186,193-91.9% | $154,746-90.3% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 16.94% | 89.97%-73.0pp | 78.03%-61.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $376 | $4,340-91.3% | $3,918-90.4% | $4,379-91.4% |
| Participant deferral / active EE | $2,114 | $7,078-70.1% | $6,513-67.5% | $6,730-68.6% |
| Admin fee / account holder | $4,505 | $11,698-61.5% | $11,058-59.3% | $14,365-68.6% |