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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 | $11,959 | $175,231-93.2% | $149,696-92.0% | $139,466-91.4% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 18.03% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,055 | $5,478-80.7% | $4,821-78.1% | $4,754-77.8% |
| Participant deferral / active EE | $3,050 | $6,521-53.2% | $5,682-46.3% | $6,712-54.6% |
| Admin fee / account holder | $9,402 | $16,155-41.8% | $13,212-28.8% | $11,409-17.6% |