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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 | $20,417 | $135,956-85.0% | $123,894-83.5% | $273,972-92.5% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 21.00% | 56.63%-35.6pp | 47.52%-26.5pp | 41.46%-20.5pp |
| Employer contribution / active EE | $109 | $5,170-97.9% | $4,617-97.6% | $4,869-97.8% |
| Participant deferral / active EE | $5,473 | $6,343-13.7% | $5,984-8.5% | $5,287+3.5% |
| Admin fee / account holder | $370 | $9,817-96.2% | $8,357-95.6% | $10,133-96.3% |