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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 | $13,585 | $106,923-87.3% | $84,023-83.8% | $152,909-91.1% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 25.35% | 105.02%-79.7pp | 71.32%-46.0pp | 345.46%-320.1pp |
| Employer contribution / active EE | $302 | $2,735-89.0% | $1,984-84.8% | $4,764-93.7% |
| Participant deferral / active EE | $2,393 | $4,013-40.4% | $3,239-26.1% | $5,851-59.1% |
| Admin fee / account holder | $617 | $8,289-92.6% | $6,102-89.9% | $11,601-94.7% |