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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 | $19,529 | $178,174-89.0% | $156,181-87.5% | $137,256-85.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 21.86% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $977 | $4,972-80.3% | $4,294-77.2% | $4,156-76.5% |
| Participant deferral / active EE | $2,880 | $6,888-58.2% | $6,132-53.0% | $6,407-55.0% |
| Admin fee / account holder | $333 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |