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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 | $13,890 | $181,896-92.4% | $156,551-91.1% | $273,972-94.9% |
| Participation rate | 47.1% | 88.4%-41.3pp | 84.0%-37.0pp | 83.0%-36.0pp |
| Annual return | 17.32% | 30.74%-13.4pp | 32.23%-14.9pp | 41.46%-24.1pp |
| Employer contribution / active EE | $984 | $6,248-84.3% | $5,501-82.1% | $4,869-79.8% |
| Participant deferral / active EE | $2,394 | $5,550-56.9% | $4,871-50.9% | $5,287-54.7% |
| Admin fee / account holder | $1,090 | $15,560-93.0% | $13,028-91.6% | $10,133-89.2% |