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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 | $14,449 | $213,785-93.2% | $185,441-92.2% | $155,188-90.7% |
| Participation rate | 55.0% | 83.2%-28.2pp | 80.3%-25.3pp | 80.8%-25.8pp |
| Annual return | 16.71% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.1pp |
| Employer contribution / active EE | $777 | $5,393-85.6% | $4,672-83.4% | $4,248-81.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,899 | $21,134-67.4% | $17,890-61.4% | $14,480-52.4% |