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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 | $19,975 | $81,504-75.5% | $102,437-80.5% | $80,959-75.3% |
| Participation rate | 61.8% | 66.9%-5.1pp | 74.5%-12.7pp | 67.7%-5.9pp |
| Annual return | 10.89% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $699 | $3,104-77.5% | $3,871-81.9% | $2,757-74.7% |
| Participant deferral / active EE | $2,371 | $3,871-38.7% | $5,060-53.1% | $4,300-44.9% |
| Admin fee / account holder | $908 | $6,719-86.5% | $8,388-89.2% | $6,925-86.9% |