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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 | $14,606 | $160,070-90.9% | $147,117-90.1% | $145,897-90.0% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 10.34% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $918 | $5,285-82.6% | $4,932-81.4% | $4,663-80.3% |
| Participant deferral / active EE | $8,928 | $8,419+6.0% | $8,065+10.7% | $6,689+33.5% |
| Admin fee / account holder | $62,451 | $15,035+315.4% | $12,993+380.7% | $13,390+366.4% |