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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 | $18,840 | $181,896-89.6% | $156,551-88.0% | $273,972-93.1% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 12.66% | 30.74%-18.1pp | 32.23%-19.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $530 | $6,248-91.5% | $5,501-90.4% | $4,869-89.1% |
| Participant deferral / active EE | $1,926 | $5,550-65.3% | $4,871-60.5% | $5,287-63.6% |
| Admin fee / account holder | $381 | $15,560-97.6% | $13,028-97.1% | $10,133-96.2% |