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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 | $14,759 | $135,956-89.1% | $123,894-88.1% | $273,972-94.6% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 11.20% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $780 | $5,170-84.9% | $4,617-83.1% | $4,869-84.0% |
| Participant deferral / active EE | $6,147 | $6,343-3.1% | $5,984+2.7% | $5,287+16.3% |
| Admin fee / account holder | $388 | $9,817-96.0% | $8,357-95.4% | $10,133-96.2% |