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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 | $10,893 | $181,896-94.0% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 13.79% | 30.74%-16.9pp | 32.23%-18.4pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,212 | $6,248-80.6% | $5,501-78.0% | $4,869-75.1% |
| Participant deferral / active EE | $5,598 | $5,550+0.9% | $4,871+14.9% | $5,287+5.9% |
| Admin fee / account holder | $2,846 | $15,560-81.7% | $13,028-78.2% | $10,133-71.9% |