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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 | $17,259 | $223,823-92.3% | $211,142-91.8% | $154,746-88.8% |
| Participation rate | 69.2% | 87.9%-18.6pp | 87.3%-18.1pp | 80.7%-11.5pp |
| Annual return | 21.87% | 50.39%-28.5pp | 46.84%-25.0pp | 172.34%-150.5pp |
| Employer contribution / active EE | $702 | $6,787-89.7% | $6,442-89.1% | $4,379-84.0% |
| Participant deferral / active EE | $4,386 | $9,750-55.0% | $9,284-52.8% | $6,730-34.8% |
| Admin fee / account holder | $938 | $19,707-95.2% | $19,076-95.1% | $14,365-93.5% |