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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 | $20,541 | $157,829-87.0% | $136,867-85.0% | $198,609-89.7% |
| Participation rate | 56.3% | 77.2%-20.9pp | 74.5%-18.3pp | 82.4%-26.1pp |
| Annual return | 15.75% | 51.25%-35.5pp | 42.97%-27.2pp | 202.70%-186.9pp |
| Employer contribution / active EE | $691 | $3,923-82.4% | $3,547-80.5% | $5,055-86.3% |
| Participant deferral / active EE | $2,174 | $5,463-60.2% | $4,924-55.8% | $6,977-68.8% |
| Admin fee / account holder | $471 | $11,107-95.8% | $10,340-95.4% | $19,030-97.5% |