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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 | $18,813 | $127,386-85.2% | $115,037-83.6% | $125,388-85.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.61% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $239 | $5,166-95.4% | $4,608-94.8% | $4,866-95.1% |
| Participant deferral / active EE | $2,646 | $6,423-58.8% | $6,026-56.1% | $5,352-50.6% |
| Admin fee / account holder | $3,173 | $9,516-66.7% | $8,175-61.2% | $9,541-66.7% |