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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 | $16,183 | $115,780-86.0% | $101,255-84.0% | $158,931-89.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 16.21% | 56.14%-39.9pp | 46.48%-30.3pp | 302.86%-286.7pp |
| Employer contribution / active EE | $698 | $4,175-83.3% | $3,660-80.9% | $4,761-85.3% |
| Participant deferral / active EE | $2,568 | $4,958-48.2% | $4,370-41.3% | $5,982-57.1% |
| Admin fee / account holder | $1,387 | $7,246-80.9% | $5,946-76.7% | $11,247-87.7% |