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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 | $14,046 | $183,516-92.3% | $155,534-91.0% | $145,884-90.4% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 10.17% | 61.43%-51.3pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $351 | $5,315-93.4% | $4,675-92.5% | $4,662-92.5% |
| Participant deferral / active EE | $2,271 | $6,467-64.9% | $5,630-59.7% | $6,690-66.0% |
| Admin fee / account holder | $1,047 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |