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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 | $19,521 | $99,652-80.4% | $78,778-75.2% | $147,586-86.8% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.2%-4.0pp | 82.8%-17.6pp |
| Annual return | 9.37% | 47.28%-37.9pp | 35.62%-26.3pp | 578.59%-569.2pp |
| Employer contribution / active EE | $284 | $2,796-89.8% | $1,986-85.7% | $4,876-94.2% |
| Participant deferral / active EE | $2,366 | $3,664-35.4% | $2,958-20.0% | $5,439-56.5% |
| Admin fee / account holder | $414 | $7,155-94.2% | $5,134-91.9% | $10,886-96.2% |