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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 | $10,953 | $148,629-92.6% | $135,982-91.9% | $139,487-92.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.16% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $600 | $5,247-88.6% | $4,859-87.7% | $4,755-87.4% |
| Participant deferral / active EE | $3,574 | $8,102-55.9% | $7,760-53.9% | $6,713-46.8% |
| Admin fee / account holder | $21,992 | $12,406+77.3% | $10,767+104.3% | $11,407+92.8% |