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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 | $15,311 | $198,457-92.3% | $170,435-91.0% | $147,586-89.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 11.63% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $439 | $6,183-92.9% | $5,432-91.9% | $4,876-91.0% |
| Participant deferral / active EE | $2,168 | $5,629-61.5% | $4,939-56.1% | $5,439-60.1% |
| Admin fee / account holder | $310 | $16,852-98.2% | $13,881-97.8% | $10,886-97.1% |