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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 | $13,280 | $176,105-92.5% | $159,474-91.7% | $167,536-92.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.75% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $860 | $5,299-83.8% | $4,831-82.2% | $4,839-82.2% |
| Participant deferral / active EE | $5,851 | $7,751-24.5% | $7,353-20.4% | $6,342-7.8% |
| Admin fee / account holder | $1,963 | $12,559-84.4% | $10,802-81.8% | $12,315-84.1% |