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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 | $16,245 | $139,948-88.4% | $121,663-86.6% | $154,746-89.5% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 14.16% | 230.52%-216.4pp | 147.54%-133.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $170 | $3,521-95.2% | $3,020-94.4% | $4,379-96.1% |
| Participant deferral / active EE | $1,864 | $5,629-66.9% | $4,887-61.9% | $6,730-72.3% |
| Admin fee / account holder | $7,013 | $17,321-59.5% | $14,289-50.9% | $14,365-51.2% |