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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 | $10,006 | $106,005-90.6% | $92,239-89.2% | $147,585-93.2% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 30.32% | 50.05%-19.7pp | 176.29%-146.0pp | 578.58%-548.3pp |
| Employer contribution / active EE | $560 | $4,333-87.1% | $3,680-84.8% | $4,876-88.5% |
| Participant deferral / active EE | $3,843 | $4,478-14.2% | $3,897-1.4% | $5,439-29.3% |
| Admin fee / account holder | $4,061 | $6,333-35.9% | $5,194-21.8% | $10,886-62.7% |