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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 | $10,765 | $202,460-94.7% | $169,385-93.6% | $139,456-92.3% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.2%-12.9pp | 80.3%-16.0pp |
| Annual return | 11.62% | 532.07%-520.5pp | 405.82%-394.2pp | 373.45%-361.8pp |
| Employer contribution / active EE | $238 | $4,691-94.9% | $4,012-94.1% | $4,753-95.0% |
| Participant deferral / active EE | $1,782 | $6,938-74.3% | $6,221-71.4% | $6,711-73.4% |
| Admin fee / account holder | $5,112 | $10,719-52.3% | $9,011-43.3% | $11,407-55.2% |