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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 | $15,182 | $185,312-91.8% | $161,489-90.6% | $154,746-90.2% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 20.56% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $410 | $4,769-91.4% | $4,268-90.4% | $4,379-90.6% |
| Participant deferral / active EE | $2,045 | $6,350-67.8% | $5,630-63.7% | $6,730-69.6% |
| Admin fee / account holder | $550 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |