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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 | $19,708 | $181,896-89.2% | $156,551-87.4% | $273,972-92.8% |
| Participation rate | 16.7% | 88.4%-71.7pp | 84.0%-67.3pp | 83.0%-66.3pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $667 | $6,248-89.3% | $5,501-87.9% | $4,869-86.3% |
| Participant deferral / active EE | $2,667 | $5,550-52.0% | $4,871-45.3% | $5,287-49.6% |
| Admin fee / account holder | $420 | $15,560-97.3% | $13,028-96.8% | $10,133-95.9% |