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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 | $22,120 | $209,336-89.4% | $197,124-88.8% | $137,256-83.9% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 17.96% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $811 | $6,591-87.7% | $6,227-87.0% | $4,156-80.5% |
| Participant deferral / active EE | $4,678 | $9,614-51.3% | $9,135-48.8% | $6,407-27.0% |
| Admin fee / account holder | $397 | $17,308-97.7% | $16,298-97.6% | $12,270-96.8% |