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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 | $10,522 | $183,627-94.3% | $155,602-93.2% | $145,978-92.8% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 13.90% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $668 | $5,316-87.4% | $4,675-85.7% | $4,662-85.7% |
| Participant deferral / active EE | $2,800 | $6,466-56.7% | $5,629-50.3% | $6,690-58.1% |
| Admin fee / account holder | $11,913 | $19,327-38.4% | $15,923-25.2% | $13,400-11.1% |