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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 | $12,579 | $175,259-92.8% | $149,723-91.6% | $139,487-91.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 37.08% | 166.82%-129.7pp | 134.50%-97.4pp | 373.84%-336.8pp |
| Employer contribution / active EE | $754 | $5,478-86.2% | $4,821-84.4% | $4,755-84.1% |
| Participant deferral / active EE | $4,391 | $6,522-32.7% | $5,682-22.7% | $6,713-34.6% |
| Admin fee / account holder | $437 | $16,158-97.3% | $13,215-96.7% | $11,407-96.2% |