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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 | $13,207 | $106,008-87.5% | $92,240-85.7% | $147,586-91.1% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 17.00% | 50.05%-33.0pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $612 | $4,333-85.9% | $3,680-83.4% | $4,876-87.4% |
| Participant deferral / active EE | $3,142 | $4,478-29.8% | $3,897-19.4% | $5,439-42.2% |
| Admin fee / account holder | $6,511 | $6,333+2.8% | $5,194+25.4% | $10,886-40.2% |