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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 | $11,741 | $198,457-94.1% | $170,435-93.1% | $147,586-92.0% |
| Participation rate | 35.7% | 88.0%-52.3pp | 83.6%-47.9pp | 82.8%-47.1pp |
| Annual return | 12.40% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $747 | $6,183-87.9% | $5,432-86.2% | $4,876-84.7% |
| Participant deferral / active EE | $2,016 | $5,629-64.2% | $4,939-59.2% | $5,439-62.9% |
| Admin fee / account holder | $12,394 | $16,852-26.5% | $13,881-10.7% | $10,886+13.9% |