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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 | $17,307 | $110,240-84.3% | $96,544-82.1% | $139,487-87.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 14.42% | 26.41%-12.0pp | 25.88%-11.5pp | 373.84%-359.4pp |
| Employer contribution / active EE | $293 | $3,622-91.9% | $2,966-90.1% | $4,755-93.8% |
| Participant deferral / active EE | $2,084 | $5,549-62.4% | $4,851-57.0% | $6,713-68.9% |
| Admin fee / account holder | $1,496 | $11,602-87.1% | $8,254-81.9% | $11,407-86.9% |