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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 | $11,714 | $106,918-89.0% | $84,021-86.1% | $152,897-92.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 21.86% | 105.01%-83.1pp | 71.32%-49.5pp | 345.43%-323.6pp |
| Employer contribution / active EE | $191 | $2,735-93.0% | $1,984-90.4% | $4,764-96.0% |
| Participant deferral / active EE | $2,000 | $4,012-50.2% | $3,239-38.3% | $5,851-65.8% |
| Admin fee / account holder | $530 | $8,288-93.6% | $6,102-91.3% | $11,599-95.4% |