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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 | $18,381 | $112,112-83.6% | $95,956-80.8% | $158,950-88.4% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 9.91% | 171.15%-161.2pp | 91.63%-81.7pp | 302.91%-293.0pp |
| Employer contribution / active EE | $572 | $3,199-82.1% | $2,541-77.5% | $4,762-88.0% |
| Participant deferral / active EE | $1,532 | $4,784-68.0% | $4,167-63.2% | $5,983-74.4% |
| Admin fee / account holder | $7,159 | $10,134-29.4% | $6,797+5.3% | $11,248-36.4% |