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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 | $10,960 | $126,519-91.3% | $106,201-89.7% | $145,959-92.5% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 9.68% | 225.10%-215.4pp | 116.26%-106.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $175 | $3,726-95.3% | $3,170-94.5% | $4,661-96.3% |
| Participant deferral / active EE | $2,395 | $5,716-58.1% | $5,012-52.2% | $6,689-64.2% |
| Admin fee / account holder | $3,660 | $17,312-78.9% | $11,039-66.8% | $13,398-72.7% |