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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 | $23,242 | $152,592-84.8% | $125,180-81.4% | $152,885-84.8% |
| Participation rate | 31.6% | 83.3%-51.8pp | 79.8%-48.2pp | 82.5%-50.9pp |
| Annual return | 22.37% | 54.84%-32.5pp | 43.79%-21.4pp | 345.39%-323.0pp |
| Employer contribution / active EE | $519 | $4,947-89.5% | $3,866-86.6% | $4,763-89.1% |
| Participant deferral / active EE | $3,682 | $5,868-37.3% | $4,937-25.4% | $5,851-37.1% |
| Admin fee / account holder | $1,247 | $13,435-90.7% | $9,703-87.2% | $11,598-89.3% |