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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 | $18,943 | $157,296-88.0% | $141,191-86.6% | $152,897-87.6% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 35.09% | 64.34%-29.3pp | 71.41%-36.3pp | 345.43%-310.3pp |
| Employer contribution / active EE | $574 | $5,262-89.1% | $4,736-87.9% | $4,764-87.9% |
| Participant deferral / active EE | $2,460 | $7,111-65.4% | $6,710-63.3% | $5,851-58.0% |
| Admin fee / account holder | $794 | $12,125-93.5% | $10,264-92.3% | $11,599-93.2% |