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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 | $199,109-92.7% | $173,730-91.7% | $154,746-90.7% |
| Participation rate | 55.0% | 82.8%-27.8pp | 79.6%-24.6pp | 80.7%-25.7pp |
| Annual return | 16.71% | 20.02%-3.3pp | 19.96%-3.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $777 | $5,311-85.4% | $4,577-83.0% | $4,379-82.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,899 | $20,916-67.0% | $17,523-60.6% | $14,365-52.0% |