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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 | $21,041 | $201,344-89.5% | $184,243-88.6% | $145,877-85.6% |
| Participation rate | 23.1% | 87.5%-64.4pp | 86.8%-63.7pp | 80.3%-57.2pp |
| Annual return | 15.99% | 29.01%-13.0pp | 28.82%-12.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $295 | $7,022-95.8% | $6,427-95.4% | $4,663-93.7% |
| Participant deferral / active EE | $3,144 | $9,807-67.9% | $9,132-65.6% | $6,691-53.0% |
| Admin fee / account holder | $1,591 | $16,382-90.3% | $13,914-88.6% | $13,402-88.1% |