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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 | $29,833 | $199,109-85.0% | $173,730-82.8% | $154,746-80.7% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.6%-37.9pp | 80.7%-39.0pp |
| Annual return | 9.49% | 20.02%-10.5pp | 19.96%-10.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $606 | $5,311-88.6% | $4,577-86.8% | $4,379-86.2% |
| Participant deferral / active EE | $2,424 | $7,113-65.9% | $6,326-61.7% | $6,730-64.0% |
| Admin fee / account holder | $21,194 | $20,916+1.3% | $17,523+20.9% | $14,365+47.5% |