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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 | $17,418 | $140,592-87.6% | $123,105-85.9% | $125,389-86.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 25.05% | 16.80%+8.3pp | 13.22%+11.8pp | 282.24%-257.2pp |
| Employer contribution / active EE | $1,015 | $6,041-83.2% | $5,151-80.3% | $4,866-79.1% |
| Participant deferral / active EE | $3,274 | $6,980-53.1% | $6,229-47.4% | $5,352-38.8% |
| Admin fee / account holder | $11,700 | $11,198+4.5% | $9,014+29.8% | $9,541+22.6% |