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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 | $15,174 | $185,312-91.8% | $161,489-90.6% | $154,746-90.2% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.7%-40.2pp | 80.7%-42.2pp |
| Annual return | 21.89% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $469 | $4,769-90.2% | $4,268-89.0% | $4,379-89.3% |
| Participant deferral / active EE | $2,467 | $6,350-61.1% | $5,630-56.2% | $6,730-63.3% |
| Admin fee / account holder | $336 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |