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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 | $12,664 | $148,623-91.5% | $135,974-90.7% | $139,466-90.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.18% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $420 | $5,246-92.0% | $4,859-91.4% | $4,754-91.2% |
| Participant deferral / active EE | $5,324 | $8,103-34.3% | $7,760-31.4% | $6,712-20.7% |
| Admin fee / account holder | $2,038 | $12,406-83.6% | $10,767-81.1% | $11,409-82.1% |