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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 | $14,759 | $157,296-90.6% | $141,191-89.5% | $152,897-90.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 26.58% | 64.34%-37.8pp | 71.41%-44.8pp | 345.43%-318.9pp |
| Employer contribution / active EE | $930 | $5,262-82.3% | $4,736-80.4% | $4,764-80.5% |
| Participant deferral / active EE | $3,096 | $7,111-56.5% | $6,710-53.9% | $5,851-47.1% |
| Admin fee / account holder | $699 | $12,125-94.2% | $10,264-93.2% | $11,599-94.0% |