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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 | $18,900 | $86,298-78.1% | $111,308-83.0% | $85,847-78.0% |
| Participation rate | 54.1% | 73.3%-19.2pp | 77.3%-23.2pp | 69.3%-15.2pp |
| Annual return | 37.39% | 19.99%+17.4pp | 54.67%-17.3pp | 318.61%-281.2pp |
| Employer contribution / active EE | $94 | $2,044-95.4% | $2,732-96.6% | $2,565-96.3% |
| Participant deferral / active EE | $1,695 | $3,641-53.4% | $4,487-62.2% | $3,952-57.1% |
| Admin fee / account holder | $463 | $8,189-94.3% | $7,965-94.2% | $6,261-92.6% |