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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 | $18,693 | $228,352-91.8% | $185,835-89.9% | $158,966-88.2% |
| Participation rate | 15.0% | 82.3%-67.3pp | 78.0%-63.0pp | 82.0%-67.0pp |
| Annual return | 25.57% | 40.81%-15.2pp | 35.96%-10.4pp | 302.95%-277.4pp |
| Employer contribution / active EE | $263 | $4,967-94.7% | $4,087-93.6% | $4,762-94.5% |
| Participant deferral / active EE | $1,503 | $6,416-76.6% | $5,633-73.3% | $5,983-74.9% |
| Admin fee / account holder | $1,066 | $11,867-91.0% | $9,502-88.8% | $11,250-90.5% |