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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 | $13,117 | $160,070-91.8% | $147,117-91.1% | $145,897-91.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 32.73% | 98.69%-66.0pp | 420.54%-387.8pp | 552.29%-519.6pp |
| Employer contribution / active EE | $506 | $5,285-90.4% | $4,932-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $3,780 | $8,419-55.1% | $8,065-53.1% | $6,689-43.5% |
| Admin fee / account holder | $2,150 | $15,035-85.7% | $12,993-83.5% | $13,390-83.9% |