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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 | $11,030 | $112,121-90.2% | $95,960-88.5% | $158,966-93.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 8.97% | 171.16%-162.2pp | 91.63%-82.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $626 | $3,199-80.4% | $2,541-75.3% | $4,762-86.8% |
| Participant deferral / active EE | $3,265 | $4,784-31.8% | $4,167-21.6% | $5,983-45.4% |
| Admin fee / account holder | $767 | $10,135-92.4% | $6,797-88.7% | $11,250-93.2% |