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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 | $16,430 | $166,131-90.1% | $164,975-90.0% | $145,877-88.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.96% | 100.37%-86.4pp | 70.12%-56.2pp | 551.28%-537.3pp |
| Employer contribution / active EE | $988 | $5,276-81.3% | $4,343-77.3% | $4,663-78.8% |
| Participant deferral / active EE | $3,775 | $6,962-45.8% | $6,033-37.4% | $6,691-43.6% |
| Admin fee / account holder | $1,007 | $16,648-94.0% | $12,688-92.1% | $13,402-92.5% |