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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 | $16,294 | $87,733-81.4% | $106,555-84.7% | $85,847-81.0% |
| Participation rate | 66.7% | 71.9%-5.3pp | 76.1%-9.5pp | 69.3%-2.7pp |
| Annual return | 14.32% | 21.86%-7.5pp | 26.80%-12.5pp | 318.61%-304.3pp |
| Employer contribution / active EE | $428 | $2,073-79.3% | $2,819-84.8% | $2,565-83.3% |
| Participant deferral / active EE | $1,991 | $3,469-42.6% | $4,399-54.7% | $3,952-49.6% |
| Admin fee / account holder | $4,890 | $6,767-27.7% | $7,408-34.0% | $6,261-21.9% |