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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 | $15,949 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 13.66% | 30.74%-17.1pp | 32.23%-18.6pp | 41.46%-27.8pp |
| Employer contribution / active EE | $685 | $6,248-89.0% | $5,501-87.6% | $4,869-85.9% |
| Participant deferral / active EE | $2,659 | $5,550-52.1% | $4,871-45.4% | $5,287-49.7% |
| Admin fee / account holder | $515 | $15,560-96.7% | $13,028-96.0% | $10,133-94.9% |