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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 | $228,352-93.8% | $185,827-92.4% | $158,950-91.2% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 11.01% | 40.81%-29.8pp | 35.96%-24.9pp | 302.91%-291.9pp |
| Employer contribution / active EE | $402 | $4,967-91.9% | $4,087-90.2% | $4,762-91.6% |
| Participant deferral / active EE | $2,070 | $6,416-67.7% | $5,633-63.3% | $5,983-65.4% |
| Admin fee / account holder | $8,686 | $11,867-26.8% | $9,502-8.6% | $11,248-22.8% |