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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 | $19,879 | $165,399-88.0% | $149,745-86.7% | $158,982-87.5% |
| Participation rate | 15.4% | 84.6%-69.2pp | 82.5%-67.1pp | 82.0%-66.6pp |
| Annual return | 21.89% | 348.34%-326.4pp | 276.72%-254.8pp | 302.99%-281.1pp |
| Employer contribution / active EE | $888 | $5,105-82.6% | $4,646-80.9% | $4,763-81.3% |
| Participant deferral / active EE | $2,758 | $7,183-61.6% | $6,843-59.7% | $5,983-53.9% |
| Admin fee / account holder | $690 | $10,811-93.6% | $9,312-92.6% | $11,252-93.9% |