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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 | $19,442 | $209,336-90.7% | $197,124-90.1% | $137,256-85.8% |
| Participation rate | 53.8% | 87.3%-33.5pp | 86.7%-32.9pp | 80.0%-26.1pp |
| Annual return | 12.61% | 48.09%-35.5pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $475 | $6,591-92.8% | $6,227-92.4% | $4,156-88.6% |
| Participant deferral / active EE | $3,324 | $9,614-65.4% | $9,135-63.6% | $6,407-48.1% |
| Admin fee / account holder | $11,104 | $17,308-35.8% | $16,298-31.9% | $12,270-9.5% |