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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 | $20,935 | $135,956-84.6% | $123,894-83.1% | $273,972-92.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.90% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $525 | $5,170-89.8% | $4,617-88.6% | $4,869-89.2% |
| Participant deferral / active EE | $2,349 | $6,343-63.0% | $5,984-60.7% | $5,287-55.6% |
| Admin fee / account holder | $2,785 | $9,817-71.6% | $8,357-66.7% | $10,133-72.5% |