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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 | $21,890 | $86,298-74.6% | $111,308-80.3% | $85,847-74.5% |
| Participation rate | 54.7% | 73.3%-18.6pp | 77.3%-22.6pp | 69.3%-14.6pp |
| Annual return | 12.82% | 19.99%-7.2pp | 54.67%-41.8pp | 318.61%-305.8pp |
| Employer contribution / active EE | $275 | $2,044-86.5% | $2,732-89.9% | $2,565-89.3% |
| Participant deferral / active EE | $1,731 | $3,641-52.5% | $4,487-61.4% | $3,952-56.2% |
| Admin fee / account holder | $621 | $8,189-92.4% | $7,965-92.2% | $6,261-90.1% |