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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 | $15,688 | $183,592-91.5% | $155,567-89.9% | $145,959-89.3% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 22.68% | 61.24%-38.6pp | 64.74%-42.1pp | 561.95%-539.3pp |
| Employer contribution / active EE | $455 | $5,315-91.4% | $4,674-90.3% | $4,661-90.2% |
| Participant deferral / active EE | $2,863 | $6,464-55.7% | $5,628-49.1% | $6,689-57.2% |
| Admin fee / account holder | $328 | $19,318-98.3% | $15,916-97.9% | $13,398-97.6% |