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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 | $13,420 | $107,368-87.5% | $92,915-85.6% | $152,909-91.2% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 41.17% | 145.64%-104.5pp | 109.45%-68.3pp | 345.46%-304.3pp |
| Employer contribution / active EE | $607 | $4,222-85.6% | $3,653-83.4% | $4,764-87.2% |
| Participant deferral / active EE | $2,974 | $4,848-38.7% | $4,238-29.8% | $5,851-49.2% |
| Admin fee / account holder | $499 | $7,082-93.0% | $5,796-91.4% | $11,601-95.7% |