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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 | $14,064 | $228,395-93.8% | $185,861-92.4% | $158,982-91.2% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 11.01% | 40.82%-29.8pp | 35.96%-25.0pp | 302.99%-292.0pp |
| Employer contribution / active EE | $402 | $4,968-91.9% | $4,088-90.2% | $4,763-91.6% |
| Participant deferral / active EE | $2,070 | $6,417-67.7% | $5,634-63.3% | $5,983-65.4% |
| Admin fee / account holder | $8,686 | $11,869-26.8% | $9,503-8.6% | $11,252-22.8% |