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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 | $15,633 | $160,070-90.2% | $147,117-89.4% | $145,897-89.3% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 10.92% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $574 | $5,285-89.1% | $4,932-88.4% | $4,663-87.7% |
| Participant deferral / active EE | $3,753 | $8,419-55.4% | $8,065-53.5% | $6,689-43.9% |
| Admin fee / account holder | $11,489 | $15,035-23.6% | $12,993-11.6% | $13,390-14.2% |