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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 | $19,866 | $228,352-91.3% | $185,835-89.3% | $158,966-87.5% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 8.81% | 40.81%-32.0pp | 35.96%-27.1pp | 302.95%-294.1pp |
| Employer contribution / active EE | $326 | $4,967-93.4% | $4,087-92.0% | $4,762-93.1% |
| Participant deferral / active EE | $1,406 | $6,416-78.1% | $5,633-75.0% | $5,983-76.5% |
| Admin fee / account holder | $479 | $11,867-96.0% | $9,502-95.0% | $11,250-95.7% |