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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 | $18,877 | $168,636-88.8% | $147,618-87.2% | $125,388-84.9% |
| Participation rate | 41.7% | 88.8%-47.1pp | 84.6%-43.0pp | 83.2%-41.5pp |
| Annual return | 0.13% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $417 | $6,252-93.3% | $5,565-92.5% | $4,866-91.4% |
| Participant deferral / active EE | $1,810 | $5,507-67.1% | $4,895-63.0% | $5,352-66.2% |
| Admin fee / account holder | $686 | $13,580-94.9% | $11,612-94.1% | $9,541-92.8% |