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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 | $19,317 | $199,109-90.3% | $173,730-88.9% | $154,746-87.5% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.6%-23.3pp | 80.7%-24.5pp |
| Annual return | 21.15% | 20.02%+1.1pp | 19.96%+1.2pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,471 | $7,113-9.0% | $6,326+2.3% | $6,730-3.9% |
| Admin fee / account holder | $323 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |