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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 | $17,986 | $181,896-90.1% | $156,551-88.5% | $273,972-93.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.08% | 30.74%-26.7pp | 32.23%-28.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $933 | $6,248-85.1% | $5,501-83.0% | $4,869-80.8% |
| Participant deferral / active EE | $4,182 | $5,550-24.6% | $4,871-14.1% | $5,287-20.9% |
| Admin fee / account holder | $718 | $15,560-95.4% | $13,028-94.5% | $10,133-92.9% |