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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 | $16,004 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 7.43% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,091 | $6,248-82.5% | $5,501-80.2% | $4,869-77.6% |
| Participant deferral / active EE | $2,439 | $5,550-56.1% | $4,871-49.9% | $5,287-53.9% |
| Admin fee / account holder | $1,371 | $15,560-91.2% | $13,028-89.5% | $10,133-86.5% |