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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 | $11,630 | $165,381-93.0% | $149,730-92.2% | $158,966-92.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 28.07% | 348.29%-320.2pp | 276.70%-248.6pp | 302.95%-274.9pp |
| Employer contribution / active EE | $556 | $5,104-89.1% | $4,645-88.0% | $4,762-88.3% |
| Participant deferral / active EE | $3,133 | $7,182-56.4% | $6,843-54.2% | $5,983-47.6% |
| Admin fee / account holder | $319 | $10,809-97.0% | $9,310-96.6% | $11,250-97.2% |