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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 | $14,087 | $135,956-89.6% | $123,894-88.6% | $273,972-94.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $495 | $5,170-90.4% | $4,617-89.3% | $4,869-89.8% |
| Participant deferral / active EE | $5,264 | $6,343-17.0% | $5,984-12.0% | $5,287-0.4% |
| Admin fee / account holder | $1,847 | $9,817-81.2% | $8,357-77.9% | $10,133-81.8% |