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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 | $11,193 | $102,638-89.1% | $81,982-86.3% | $158,982-93.0% |
| Participation rate | 65.0% | 75.5%-10.5pp | 69.3%-4.3pp | 82.0%-17.0pp |
| Annual return | 10.42% | 61.05%-50.6pp | 41.31%-30.9pp | 302.99%-292.6pp |
| Employer contribution / active EE | $257 | $3,241-92.1% | $2,498-89.7% | $4,763-94.6% |
| Participant deferral / active EE | $1,639 | $4,649-64.7% | $3,722-56.0% | $5,983-72.6% |
| Admin fee / account holder | $4,204 | $8,237-49.0% | $5,665-25.8% | $11,252-62.6% |