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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 | $19,602 | $226,135-91.3% | $182,558-89.3% | $152,909-87.2% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.5%-18.8pp |
| Annual return | 14.14% | 192.60%-178.5pp | 148.59%-134.4pp | 345.46%-331.3pp |
| Employer contribution / active EE | $258 | $4,979-94.8% | $4,076-93.7% | $4,764-94.6% |
| Participant deferral / active EE | $1,556 | $6,371-75.6% | $5,526-71.8% | $5,851-73.4% |
| Admin fee / account holder | $3,223 | $10,707-69.9% | $8,594-62.5% | $11,601-72.2% |