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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 | $16,211 | $183,516-91.2% | $155,534-89.6% | $145,884-88.9% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 9.05% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $695 | $5,315-86.9% | $4,675-85.1% | $4,662-85.1% |
| Participant deferral / active EE | $2,210 | $6,467-65.8% | $5,630-60.7% | $6,690-67.0% |
| Admin fee / account holder | $22,507 | $19,293+16.7% | $15,900+41.6% | $13,392+68.1% |