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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 | $22,720 | $135,905-83.3% | $126,068-82.0% | $198,609-88.6% |
| Participation rate | 52.6% | 85.6%-33.0pp | 84.7%-32.1pp | 82.4%-29.7pp |
| Annual return | 11.37% | 14.07%-2.7pp | 15.01%-3.6pp | 202.70%-191.3pp |
| Employer contribution / active EE | $543 | $4,245-87.2% | $3,968-86.3% | $5,055-89.3% |
| Participant deferral / active EE | $6,783 | $8,523-20.4% | $8,214-17.4% | $6,977-2.8% |
| Admin fee / account holder | $827 | $21,036-96.1% | $18,264-95.5% | $19,030-95.7% |