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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 | $18,349 | $149,679-87.7% | $117,039-84.3% | $147,586-87.6% |
| Participation rate | 69.2% | 83.5%-14.3pp | 77.2%-8.0pp | 82.8%-13.6pp |
| Annual return | 16.35% | 19.31%-3.0pp | 18.95%-2.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $255 | $4,937-94.8% | $3,785-93.3% | $4,876-94.8% |
| Participant deferral / active EE | $1,880 | $4,912-61.7% | $3,929-52.1% | $5,439-65.4% |
| Admin fee / account holder | $1,429 | $7,856-81.8% | $5,974-76.1% | $10,886-86.9% |