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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 | $20,465 | $103,387-80.2% | $87,102-76.5% | $152,885-86.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 23.79% | 28.10%-4.3pp | 28.19%-4.4pp | 345.39%-321.6pp |
| Employer contribution / active EE | $204 | $3,221-93.7% | $2,521-91.9% | $4,763-95.7% |
| Participant deferral / active EE | $5,199 | $4,778+8.8% | $4,048+28.4% | $5,851-11.1% |
| Admin fee / account holder | $6,982 | $12,193-42.7% | $7,491-6.8% | $11,598-39.8% |