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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 | $13,110 | $152,612-91.4% | $125,192-89.5% | $152,897-91.4% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 22.63% | 54.85%-32.2pp | 43.79%-21.2pp | 345.43%-322.8pp |
| Employer contribution / active EE | $234 | $4,947-95.3% | $3,866-93.9% | $4,764-95.1% |
| Participant deferral / active EE | $3,400 | $5,868-42.1% | $4,937-31.1% | $5,851-41.9% |
| Admin fee / account holder | $836 | $13,437-93.8% | $9,704-91.4% | $11,599-92.8% |