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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 | $15,484 | $107,368-85.6% | $92,915-83.3% | $152,909-89.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 24.86% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $436 | $4,222-89.7% | $3,653-88.1% | $4,764-90.9% |
| Participant deferral / active EE | $1,664 | $4,848-65.7% | $4,238-60.7% | $5,851-71.6% |
| Admin fee / account holder | $312 | $7,082-95.6% | $5,796-94.6% | $11,601-97.3% |