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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 | $12,975 | $181,896-92.9% | $156,551-91.7% | $273,972-95.3% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 24.99% | 30.74%-5.8pp | 32.23%-7.2pp | 41.46%-16.5pp |
| Employer contribution / active EE | $401 | $6,248-93.6% | $5,501-92.7% | $4,869-91.8% |
| Participant deferral / active EE | $2,436 | $5,550-56.1% | $4,871-50.0% | $5,287-53.9% |
| Admin fee / account holder | $459 | $15,560-97.0% | $13,028-96.5% | $10,133-95.5% |