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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 | $10,573 | $124,425-91.5% | $112,040-90.6% | $137,256-92.3% |
| Participation rate | 40.9% | 79.3%-38.4pp | 76.5%-35.6pp | 80.0%-39.1pp |
| Annual return | 20.37% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $680 | $3,411-80.1% | $2,954-77.0% | $4,156-83.6% |
| Participant deferral / active EE | $2,258 | $5,718-60.5% | $5,098-55.7% | $6,407-64.8% |
| Admin fee / account holder | $1,298 | $15,207-91.5% | $12,098-89.3% | $12,270-89.4% |