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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 | $12,761 | $125,184-89.8% | $105,607-87.9% | $145,884-91.3% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 11.41% | 225.00%-213.6pp | 116.11%-104.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $625 | $3,720-83.2% | $3,167-80.3% | $4,662-86.6% |
| Participant deferral / active EE | $2,028 | $5,714-64.5% | $5,011-59.5% | $6,690-69.7% |
| Admin fee / account holder | $577 | $17,133-96.6% | $10,958-94.7% | $13,392-95.7% |