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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 | $11,164 | $183,539-93.9% | $155,556-92.8% | $145,897-92.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.36% | 61.31%-47.9pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $947 | $5,315-82.2% | $4,675-79.8% | $4,663-79.7% |
| Participant deferral / active EE | $2,027 | $6,467-68.7% | $5,631-64.0% | $6,689-69.7% |
| Admin fee / account holder | $383,398 | $19,275+1889.1% | $15,885+2313.6% | $13,390+2763.2% |