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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 | $20,563 | $166,131-87.6% | $164,975-87.5% | $145,877-85.9% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.6%-31.9pp | 80.3%-33.6pp |
| Annual return | 10.80% | 100.37%-89.6pp | 70.12%-59.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $747 | $5,276-85.8% | $4,343-82.8% | $4,663-84.0% |
| Participant deferral / active EE | $2,037 | $6,962-70.7% | $6,033-66.2% | $6,691-69.6% |
| Admin fee / account holder | $399 | $16,648-97.6% | $12,688-96.9% | $13,402-97.0% |