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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 | $19,132 | $178,174-89.3% | $156,181-87.8% | $137,256-86.1% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 12.67% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $806 | $4,972-83.8% | $4,294-81.2% | $4,156-80.6% |
| Participant deferral / active EE | $3,532 | $6,888-48.7% | $6,132-42.4% | $6,407-44.9% |
| Admin fee / account holder | $11,068 | $17,404-36.4% | $14,586-24.1% | $12,270-9.8% |