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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 | $10,615 | $183,592-94.2% | $155,574-93.2% | $145,877-92.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 12.47% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $419 | $5,317-92.1% | $4,676-91.0% | $4,663-91.0% |
| Participant deferral / active EE | $2,659 | $6,466-58.9% | $5,629-52.8% | $6,691-60.3% |
| Admin fee / account holder | $909 | $19,316-95.3% | $15,914-94.3% | $13,402-93.2% |