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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 | $15,423 | $73,978-79.2% | $96,515-84.0% | $75,173-79.5% |
| Participation rate | 39.7% | 66.4%-26.7pp | 74.3%-34.6pp | 67.2%-27.5pp |
| Annual return | 20.46% | 26.72%-6.3pp | 35.73%-15.3pp | 160.72%-140.3pp |
| Employer contribution / active EE | $554 | $2,931-81.1% | $3,740-85.2% | $2,671-79.3% |
| Participant deferral / active EE | $1,596 | $3,660-56.4% | $4,880-67.3% | $4,126-61.3% |
| Admin fee / account holder | $1,836 | $5,219-64.8% | $6,735-72.7% | $5,651-67.5% |