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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 | $10,040 | $181,062-94.5% | $158,223-93.7% | $155,188-93.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 10.43% | 57.39%-47.0pp | 52.09%-41.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $731 | $4,565-84.0% | $4,109-82.2% | $4,248-82.8% |
| Participant deferral / active EE | $2,672 | $6,134-56.4% | $5,467-51.1% | $6,531-59.1% |
| Admin fee / account holder | $1,554 | $18,825-91.7% | $16,047-90.3% | $14,480-89.3% |