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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 | $20,072 | $156,616-87.2% | $133,346-84.9% | $198,609-89.9% |
| Participation rate | 65.0% | 77.7%-12.7pp | 72.8%-7.8pp | 82.4%-17.4pp |
| Annual return | 14.26% | 44.25%-30.0pp | 36.85%-22.6pp | 202.70%-188.4pp |
| Employer contribution / active EE | $690 | $3,368-79.5% | $2,853-75.8% | $5,055-86.4% |
| Participant deferral / active EE | $1,966 | $4,920-60.0% | $4,332-54.6% | $6,977-71.8% |
| Admin fee / account holder | $1,548 | $17,468-91.1% | $14,264-89.1% | $19,030-91.9% |