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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 | $13,763 | $149,679-90.8% | $117,039-88.2% | $147,586-90.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 10.09% | 19.31%-9.2pp | 18.95%-8.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $810 | $4,937-83.6% | $3,785-78.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,876 | $4,912-61.8% | $3,929-52.3% | $5,439-65.5% |
| Admin fee / account holder | $513 | $7,856-93.5% | $5,974-91.4% | $10,886-95.3% |