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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 | $18,759 | $168,635-88.9% | $147,617-87.3% | $125,389-85.0% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | 0.74% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.5pp |
| Employer contribution / active EE | $704 | $6,252-88.7% | $5,564-87.3% | $4,866-85.5% |
| Participant deferral / active EE | $2,725 | $5,507-50.5% | $4,895-44.3% | $5,352-49.1% |
| Admin fee / account holder | $467 | $13,580-96.6% | $11,612-96.0% | $9,541-95.1% |