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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 | $12,265 | $91,559-86.6% | $133,978-90.8% | $79,856-84.6% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.8pp | 69.6%-8.6pp |
| Annual return | 19.16% | 61.85%-42.7pp | 45.10%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $411 | $2,384-82.7% | $3,919-89.5% | $2,471-83.4% |
| Participant deferral / active EE | $1,695 | $3,734-54.6% | $5,047-66.4% | $3,741-54.7% |
| Admin fee / account holder | $1,332 | $6,321-78.9% | $8,930-85.1% | $5,306-74.9% |