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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 | $13,105 | $149,778-91.3% | $118,946-89.0% | $158,966-91.8% |
| Participation rate | 44.4% | 82.1%-37.6pp | 75.4%-30.9pp | 82.0%-37.5pp |
| Annual return | 18.43% | 19.95%-1.5pp | 35.89%-17.5pp | 302.95%-284.5pp |
| Employer contribution / active EE | $790 | $4,117-80.8% | $3,263-75.8% | $4,762-83.4% |
| Participant deferral / active EE | $1,889 | $5,225-63.8% | $4,266-55.7% | $5,983-68.4% |
| Admin fee / account holder | $629 | $8,604-92.7% | $6,581-90.4% | $11,250-94.4% |