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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 | $11,627 | $198,457-94.1% | $170,435-93.2% | $147,586-92.1% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 17.15% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $969 | $6,183-84.3% | $5,432-82.2% | $4,876-80.1% |
| Participant deferral / active EE | $2,907 | $5,629-48.4% | $4,939-41.1% | $5,439-46.5% |
| Admin fee / account holder | $881 | $16,852-94.8% | $13,881-93.7% | $10,886-91.9% |