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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 | $18,998 | $96,731-80.4% | $123,973-84.7% | $86,983-78.2% |
| Participation rate | 40.0% | 70.0%-30.0pp | 76.7%-36.7pp | 69.5%-29.5pp |
| Annual return | 15.24% | 17.33%-2.1pp | 388.13%-372.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $275 | $3,297-91.7% | $4,126-93.3% | $2,584-89.4% |
| Participant deferral / active EE | $1,943 | $4,152-53.2% | $5,247-63.0% | $4,194-53.7% |
| Admin fee / account holder | $518 | $8,722-94.1% | $11,799-95.6% | $7,856-93.4% |