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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 | $19,260 | $89,367-78.4% | $141,191-86.4% | $72,975-73.6% |
| Participation rate | 65.0% | 75.1%-10.1pp | 82.5%-17.5pp | 69.5%-4.5pp |
| Annual return | 24.89% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $301 | $3,115-90.3% | $4,736-93.6% | $2,440-87.7% |
| Participant deferral / active EE | $3,574 | $5,419-34.0% | $6,710-46.7% | $3,608-0.9% |
| Admin fee / account holder | $884 | $5,957-85.2% | $10,264-91.4% | $5,124-82.7% |