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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 | $19,230 | $127,387-84.9% | $115,038-83.3% | $125,389-84.7% |
| Participation rate | 54.2% | 84.2%-30.0pp | 81.4%-27.2pp | 83.2%-29.0pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $494 | $5,166-90.4% | $4,608-89.3% | $4,866-89.9% |
| Participant deferral / active EE | $2,257 | $6,423-64.9% | $6,026-62.5% | $5,352-57.8% |
| Admin fee / account holder | $5,004 | $9,516-47.4% | $8,175-38.8% | $9,541-47.5% |