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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 | $199,109-90.4% | $173,730-89.0% | $154,746-87.6% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.6%-11.2pp | 80.7%-12.3pp |
| Annual return | 12.67% | 20.02%-7.3pp | 19.96%-7.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $806 | $5,311-84.8% | $4,577-82.4% | $4,379-81.6% |
| Participant deferral / active EE | $3,532 | $7,113-50.3% | $6,326-44.2% | $6,730-47.5% |
| Admin fee / account holder | $11,068 | $20,916-47.1% | $17,523-36.8% | $14,365-23.0% |