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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 | $21,921 | $80,992-72.9% | $96,534-77.3% | $75,173-70.8% |
| Participation rate | 56.6% | 71.8%-15.2pp | 76.0%-19.4pp | 67.2%-10.6pp |
| Annual return | 21.50% | 27.05%-5.5pp | 25.88%-4.4pp | 160.72%-139.2pp |
| Employer contribution / active EE | $316 | $2,283-86.2% | $2,965-89.3% | $2,671-88.2% |
| Participant deferral / active EE | $4,100 | $3,929+4.3% | $4,851-15.5% | $4,126-0.6% |
| Admin fee / account holder | $480 | $6,717-92.9% | $8,253-94.2% | $5,651-91.5% |