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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 | $16,161 | $124,330-87.0% | $109,173-85.2% | $167,536-90.4% |
| Participation rate | 36.8% | 79.5%-42.6pp | 75.9%-39.0pp | 82.1%-45.3pp |
| Annual return | 13.90% | 26.04%-12.1pp | 25.75%-11.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $689 | $4,209-83.6% | $3,723-81.5% | $4,839-85.8% |
| Participant deferral / active EE | $6,671 | $5,256+26.9% | $4,654+43.4% | $6,342+5.2% |
| Admin fee / account holder | $474 | $7,974-94.1% | $6,755-93.0% | $12,315-96.2% |