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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 | $13,464 | $165,381-91.9% | $149,730-91.0% | $158,966-91.5% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 11.15% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $628 | $5,104-87.7% | $4,645-86.5% | $4,762-86.8% |
| Participant deferral / active EE | $3,582 | $7,182-50.1% | $6,843-47.6% | $5,983-40.1% |
| Admin fee / account holder | $54,660 | $10,809+405.7% | $9,310+487.1% | $11,250+385.9% |