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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 | $5,548 | $162,967-96.6% | $135,792-95.9% | $138,895-96.0% |
| Participation rate | 42.9% | 78.3%-35.5pp | 72.6%-29.7pp | 79.9%-37.1pp |
| Annual return | 20.14% | 30.08%-9.9pp | 25.96%-5.8pp | 145.39%-125.3pp |
| Employer contribution / active EE | $334 | $4,211-92.1% | $3,496-90.4% | $4,194-92.0% |
| Participant deferral / active EE | $1,411 | $5,640-75.0% | $4,759-70.3% | $6,396-77.9% |
| Admin fee / account holder | $703 | $15,306-95.4% | $12,266-94.3% | $12,562-94.4% |