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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 | $16,262 | $196,972-91.7% | $182,262-91.1% | $198,609-91.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 7.79% | 158.27%-150.5pp | 140.60%-132.8pp | 202.70%-194.9pp |
| Employer contribution / active EE | $836 | $5,364-84.4% | $5,046-83.4% | $5,055-83.5% |
| Participant deferral / active EE | $8,025 | $8,643-7.1% | $8,276-3.0% | $6,977+15.0% |
| Admin fee / account holder | $22,053 | $18,429+19.7% | $16,712+32.0% | $19,030+15.9% |