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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 | $223,823-91.3% | $211,142-90.8% | $154,746-87.4% |
| Participation rate | 53.8% | 87.9%-34.0pp | 87.3%-33.4pp | 80.7%-26.9pp |
| Annual return | 12.61% | 50.39%-37.8pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $475 | $6,787-93.0% | $6,442-92.6% | $4,379-89.1% |
| Participant deferral / active EE | $3,324 | $9,750-65.9% | $9,284-64.2% | $6,730-50.6% |
| Admin fee / account holder | $11,104 | $19,707-43.7% | $19,076-41.8% | $14,365-22.7% |