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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 | $12,030 | $183,516-93.4% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 10.83% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $735 | $5,315-86.2% | $4,675-84.3% | $4,662-84.2% |
| Participant deferral / active EE | $2,346 | $6,467-63.7% | $5,630-58.3% | $6,690-64.9% |
| Admin fee / account holder | $818 | $19,293-95.8% | $15,900-94.9% | $13,392-93.9% |