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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 | $183,592-93.9% | $155,567-92.8% | $145,959-92.4% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.36% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $947 | $5,315-82.2% | $4,674-79.8% | $4,661-79.7% |
| Participant deferral / active EE | $2,027 | $6,464-68.6% | $5,628-64.0% | $6,689-69.7% |
| Admin fee / account holder | $383,398 | $19,318+1884.6% | $15,916+2308.8% | $13,398+2761.6% |