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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 | $9,724 | $181,062-94.6% | $158,223-93.9% | $155,188-93.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 12.79% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $917 | $4,565-79.9% | $4,109-77.7% | $4,248-78.4% |
| Participant deferral / active EE | $1,943 | $6,134-68.3% | $5,467-64.5% | $6,531-70.3% |
| Admin fee / account holder | $2,436 | $18,825-87.1% | $16,047-84.8% | $14,480-83.2% |