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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 | $12,593 | $124,314-89.9% | $109,163-88.5% | $167,518-92.5% |
| Participation rate | 30.8% | 79.4%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 18.42% | 26.04%-7.6pp | 25.75%-7.3pp | 478.71%-460.3pp |
| Employer contribution / active EE | $376 | $4,209-91.1% | $3,723-89.9% | $4,838-92.2% |
| Participant deferral / active EE | $1,986 | $5,256-62.2% | $4,654-57.3% | $6,342-68.7% |
| Admin fee / account holder | $302 | $7,973-96.2% | $6,754-95.5% | $12,312-97.6% |