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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 | $30,067 | $199,109-84.9% | $173,730-82.7% | $154,746-80.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 16.72% | 20.02%-3.3pp | 19.96%-3.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $848 | $5,311-84.0% | $4,577-81.5% | $4,379-80.6% |
| Participant deferral / active EE | $4,240 | $7,113-40.4% | $6,326-33.0% | $6,730-37.0% |
| Admin fee / account holder | $633 | $20,916-97.0% | $17,523-96.4% | $14,365-95.6% |