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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 | $14,500 | $183,516-92.1% | $155,534-90.7% | $145,884-90.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.15% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $320 | $5,315-94.0% | $4,675-93.2% | $4,662-93.1% |
| Participant deferral / active EE | $1,880 | $6,467-70.9% | $5,630-66.6% | $6,690-71.9% |
| Admin fee / account holder | $1,665 | $19,293-91.4% | $15,900-89.5% | $13,392-87.6% |