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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 | $14,344 | $134,817-89.4% | $123,973-88.4% | $155,188-90.8% |
| Participation rate | 57.9% | 79.4%-21.5pp | 76.7%-18.8pp | 80.8%-22.9pp |
| Annual return | 72.86% | 515.49%-442.6pp | 388.13%-315.3pp | 148.84%-76.0pp |
| Employer contribution / active EE | $348 | $4,425-92.1% | $4,126-91.6% | $4,248-91.8% |
| Participant deferral / active EE | $2,677 | $5,706-53.1% | $5,247-49.0% | $6,531-59.0% |
| Admin fee / account holder | $1,179 | $13,245-91.1% | $11,799-90.0% | $14,480-91.9% |