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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 | $21,626 | $86,298-74.9% | $111,308-80.6% | $85,847-74.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 13.42% | 19.99%-6.6pp | 54.67%-41.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $247 | $2,044-87.9% | $2,732-91.0% | $2,565-90.4% |
| Participant deferral / active EE | $2,749 | $3,641-24.5% | $4,487-38.7% | $3,952-30.4% |
| Admin fee / account holder | $1,211 | $8,189-85.2% | $7,965-84.8% | $6,261-80.7% |