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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 | $21,854 | $85,766-74.5% | $136,297-84.0% | $70,124-68.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 18.04% | 31.45%-13.4pp | 5156.19%-5138.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $453 | $2,966-84.7% | $4,696-90.4% | $2,342-80.7% |
| Participant deferral / active EE | $3,774 | $5,051-25.3% | $6,247-39.6% | $3,332+13.3% |
| Admin fee / account holder | $428 | $5,420-92.1% | $9,244-95.4% | $4,645-90.8% |