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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 | $20,785 | $147,556-85.9% | $129,031-83.9% | $198,609-89.5% |
| Participation rate | 63.2% | 77.2%-14.1pp | 73.4%-10.2pp | 82.4%-19.2pp |
| Annual return | 27.62% | 37.41%-9.8pp | 34.67%-7.1pp | 202.70%-175.1pp |
| Employer contribution / active EE | $339 | $3,645-90.7% | $3,226-89.5% | $5,055-93.3% |
| Participant deferral / active EE | $2,277 | $5,760-60.5% | $5,217-56.4% | $6,977-67.4% |
| Admin fee / account holder | $2,597 | $15,467-83.2% | $13,208-80.3% | $19,030-86.4% |