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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 | $20,612 | $98,240-79.0% | $82,312-75.0% | $147,586-86.0% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 18.29% | 30.85%-12.6pp | 25.88%-7.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $370 | $3,192-88.4% | $2,428-84.8% | $4,876-92.4% |
| Participant deferral / active EE | $2,061 | $4,383-53.0% | $3,706-44.4% | $5,439-62.1% |
| Admin fee / account holder | $349 | $8,563-95.9% | $5,608-93.8% | $10,886-96.8% |