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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 | $18,943 | $89,259-78.8% | $107,187-82.3% | $82,637-77.1% |
| Participation rate | 50.9% | 67.9%-17.0pp | 75.0%-24.1pp | 68.1%-17.1pp |
| Annual return | 16.87% | 21.02%-4.2pp | 204.55%-187.7pp | 53.51%-36.6pp |
| Employer contribution / active EE | $309 | $3,080-90.0% | $3,782-91.8% | $2,552-87.9% |
| Participant deferral / active EE | $1,983 | $4,037-50.9% | $5,096-61.1% | $4,126-51.9% |
| Admin fee / account holder | $1,026 | $7,381-86.1% | $9,162-88.8% | $7,339-86.0% |