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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 | $18,994 | $215,361-91.2% | $171,082-88.9% | $273,972-93.1% |
| Participation rate | 64.7% | 82.0%-17.3pp | 76.7%-12.0pp | 83.0%-18.3pp |
| Annual return | 11.28% | 25.14%-13.9pp | 32.56%-21.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $294 | $4,967-94.1% | $4,002-92.7% | $4,869-94.0% |
| Participant deferral / active EE | $1,912 | $5,543-65.5% | $4,797-60.1% | $5,287-63.8% |
| Admin fee / account holder | $6,993 | $10,846-35.5% | $8,520-17.9% | $10,133-31.0% |