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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 | $20,139 | $96,731-79.2% | $123,973-83.8% | $86,983-76.8% |
| Participation rate | 54.9% | 70.0%-15.1pp | 76.7%-21.7pp | 69.5%-14.6pp |
| Annual return | 15.17% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $354 | $3,297-89.3% | $4,126-91.4% | $2,584-86.3% |
| Participant deferral / active EE | $2,355 | $4,152-43.3% | $5,247-55.1% | $4,194-43.9% |
| Admin fee / account holder | $2,385 | $8,722-72.7% | $11,799-79.8% | $7,856-69.6% |