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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 | $11,709 | $107,353-89.1% | $92,903-87.4% | $152,885-92.3% |
| Participation rate | 35.0% | 79.8%-44.8pp | 76.0%-41.0pp | 82.5%-47.5pp |
| Annual return | 38.88% | 145.62%-106.7pp | 109.43%-70.5pp | 345.39%-306.5pp |
| Employer contribution / active EE | $680 | $4,222-83.9% | $3,653-81.4% | $4,763-85.7% |
| Participant deferral / active EE | $1,828 | $4,848-62.3% | $4,238-56.9% | $5,851-68.8% |
| Admin fee / account holder | $352 | $7,081-95.0% | $5,795-93.9% | $11,598-97.0% |