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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 | $19,284 | $106,524-81.9% | $152,301-87.3% | $87,485-78.0% |
| Participation rate | 61.9% | 75.8%-13.8pp | 82.4%-20.5pp | 68.9%-7.0pp |
| Annual return | 19.44% | 26.89%-7.4pp | 80.50%-61.1pp | 26.06%-6.6pp |
| Employer contribution / active EE | $530 | $3,371-84.3% | $4,624-88.5% | $2,596-79.6% |
| Participant deferral / active EE | $2,845 | $6,525-56.4% | $8,004-64.5% | $4,274-33.4% |
| Admin fee / account holder | $1,192 | $8,287-85.6% | $14,398-91.7% | $7,775-84.7% |