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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 | $12,487 | $148,623-91.6% | $135,974-90.8% | $139,466-91.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.52% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,002 | $5,246-80.9% | $4,859-79.4% | $4,754-78.9% |
| Participant deferral / active EE | $2,682 | $8,103-66.9% | $7,760-65.4% | $6,712-60.0% |
| Admin fee / account holder | $3,707 | $12,406-70.1% | $10,767-65.6% | $11,409-67.5% |