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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 | $125,193-91.2% | $105,591-89.6% | $145,978-92.5% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 9.68% | 225.53%-215.9pp | 116.43%-106.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $175 | $3,718-95.3% | $3,166-94.5% | $4,662-96.3% |
| Participant deferral / active EE | $2,395 | $5,708-58.0% | $5,008-52.2% | $6,690-64.2% |
| Admin fee / account holder | $3,660 | $17,277-78.8% | $11,024-66.8% | $13,400-72.7% |