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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 | $16,589 | $213,785-92.2% | $185,441-91.1% | $155,188-89.3% |
| Participation rate | 35.3% | 83.2%-47.9pp | 80.3%-45.0pp | 80.8%-45.5pp |
| Annual return | 17.93% | 19.97%-2.0pp | 20.16%-2.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $917 | $5,393-83.0% | $4,672-80.4% | $4,248-78.4% |
| Participant deferral / active EE | $2,413 | $6,864-64.8% | $6,152-60.8% | $6,531-63.0% |
| Admin fee / account holder | $2,455 | $21,134-88.4% | $17,890-86.3% | $14,480-83.0% |