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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 | $12,414 | $209,422-94.1% | $178,503-93.0% | $158,982-92.2% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 15.85% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,103 | $5,707-80.7% | $5,011-78.0% | $4,763-76.8% |
| Participant deferral / active EE | $2,295 | $5,955-61.5% | $5,202-55.9% | $5,983-61.6% |
| Admin fee / account holder | $545 | $17,079-96.8% | $13,987-96.1% | $11,252-95.2% |