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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 | $13,980 | $154,228-90.9% | $145,433-90.4% | $137,256-89.8% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 13.29% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $495 | $4,804-89.7% | $4,554-89.1% | $4,156-88.1% |
| Participant deferral / active EE | $2,984 | $8,216-63.7% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $301 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |