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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 | $12,111 | $185,312-93.5% | $161,489-92.5% | $154,746-92.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.77% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $530 | $4,769-88.9% | $4,268-87.6% | $4,379-87.9% |
| Participant deferral / active EE | $2,458 | $6,350-61.3% | $5,630-56.3% | $6,730-63.5% |
| Admin fee / account holder | $4,482 | $18,654-76.0% | $16,006-72.0% | $14,365-68.8% |