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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 | $19,602 | $212,386-90.8% | $199,883-90.2% | $138,895-85.9% |
| Participation rate | 42.9% | 87.4%-44.5pp | 86.8%-43.9pp | 79.9%-37.1pp |
| Annual return | 24.02% | 47.75%-23.7pp | 43.81%-19.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $983 | $6,625-85.2% | $6,261-84.3% | $4,194-76.6% |
| Participant deferral / active EE | $4,215 | $9,617-56.2% | $9,138-53.9% | $6,396-34.1% |
| Admin fee / account holder | $933 | $18,233-94.9% | $17,268-94.6% | $12,562-92.6% |