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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 | $12,476 | $129,737-90.4% | $119,126-89.5% | $154,746-91.9% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 10.21% | 379.08%-368.9pp | 282.11%-271.9pp | 172.34%-162.1pp |
| Employer contribution / active EE | $941 | $4,375-78.5% | $4,034-76.7% | $4,379-78.5% |
| Participant deferral / active EE | $2,023 | $5,842-65.4% | $5,318-62.0% | $6,730-69.9% |
| Admin fee / account holder | $5,873 | $11,961-50.9% | $10,693-45.1% | $14,365-59.1% |