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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 | $13,969 | $215,361-93.5% | $171,082-91.8% | $273,972-94.9% |
| Participation rate | 58.8% | 82.0%-23.2pp | 76.7%-17.9pp | 83.0%-24.2pp |
| Annual return | 5.72% | 25.14%-19.4pp | 32.56%-26.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $248 | $4,967-95.0% | $4,002-93.8% | $4,869-94.9% |
| Participant deferral / active EE | $1,014 | $5,543-81.7% | $4,797-78.9% | $5,287-80.8% |
| Admin fee / account holder | $2,171 | $10,846-80.0% | $8,520-74.5% | $10,133-78.6% |