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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 | $26,517 | $140,592-81.1% | $123,106-78.5% | $125,388-78.9% |
| Participation rate | 41.7% | 88.2%-46.5pp | 86.8%-45.1pp | 83.2%-41.5pp |
| Annual return | -0.23% | 16.80%-17.0pp | 13.22%-13.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,160 | $6,041-80.8% | $5,151-77.5% | $4,866-76.2% |
| Participant deferral / active EE | $3,141 | $6,980-55.0% | $6,229-49.6% | $5,352-41.3% |
| Admin fee / account holder | $347 | $11,198-96.9% | $9,015-96.1% | $9,541-96.4% |