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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 | $18,733 | $135,956-86.2% | $123,894-84.9% | $273,972-93.2% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 9.23% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $302 | $5,170-94.2% | $4,617-93.5% | $4,869-93.8% |
| Participant deferral / active EE | $2,013 | $6,343-68.3% | $5,984-66.4% | $5,287-61.9% |
| Admin fee / account holder | $407 | $9,817-95.9% | $8,357-95.1% | $10,133-96.0% |