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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 | $21,240 | $215,361-90.1% | $171,082-87.6% | $273,972-92.2% |
| Participation rate | 54.5% | 82.0%-27.5pp | 76.7%-22.1pp | 83.0%-28.5pp |
| Annual return | 9.20% | 25.14%-15.9pp | 32.56%-23.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $284 | $4,967-94.3% | $4,002-92.9% | $4,869-94.2% |
| Participant deferral / active EE | $1,621 | $5,543-70.8% | $4,797-66.2% | $5,287-69.3% |
| Admin fee / account holder | $562 | $10,846-94.8% | $8,520-93.4% | $10,133-94.5% |