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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 | $18,896 | $165,361-88.6% | $149,715-87.4% | $158,950-88.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.24% | 348.24%-334.0pp | 276.66%-262.4pp | 302.91%-288.7pp |
| Employer contribution / active EE | $826 | $5,103-83.8% | $4,645-82.2% | $4,762-82.7% |
| Participant deferral / active EE | $2,470 | $7,182-65.6% | $6,842-63.9% | $5,983-58.7% |
| Admin fee / account holder | $645 | $10,808-94.0% | $9,310-93.1% | $11,248-94.3% |