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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 | $12,079 | $198,457-93.9% | $170,435-92.9% | $147,586-91.8% |
| Participation rate | 10.0% | 88.0%-78.0pp | 83.6%-73.6pp | 82.8%-72.8pp |
| Annual return | 9.22% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $560 | $6,183-90.9% | $5,432-89.7% | $4,876-88.5% |
| Participant deferral / active EE | $1,960 | $5,629-65.2% | $4,939-60.3% | $5,439-64.0% |
| Admin fee / account holder | $23,809 | $16,852+41.3% | $13,881+71.5% | $10,886+118.7% |