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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 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 61.9% | 75.6%-13.7pp | 82.1%-20.2pp | 68.1%-6.2pp |
| Annual return | 19.44% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $530 | $3,444-84.6% | $4,554-88.4% | $2,551-79.2% |
| Participant deferral / active EE | $2,845 | $6,519-56.4% | $7,897-64.0% | $4,139-31.3% |
| Admin fee / account holder | $1,192 | $8,390-85.8% | $13,129-90.9% | $7,234-83.5% |