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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 | $11,696 | $175,231-93.3% | $149,696-92.2% | $139,466-91.6% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 12.81% | 166.77%-154.0pp | 134.46%-121.6pp | 373.66%-360.9pp |
| Employer contribution / active EE | $411 | $5,478-92.5% | $4,821-91.5% | $4,754-91.3% |
| Participant deferral / active EE | $4,004 | $6,521-38.6% | $5,682-29.5% | $6,712-40.3% |
| Admin fee / account holder | $41,000 | $16,155+153.8% | $13,212+210.3% | $11,409+259.4% |