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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 | $12,831 | $226,090-94.3% | $182,531-93.0% | $152,885-91.6% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.0%-13.0pp | 82.5%-17.5pp |
| Annual return | 36.02% | 192.57%-156.5pp | 148.57%-112.6pp | 345.39%-309.4pp |
| Employer contribution / active EE | $162 | $4,978-96.8% | $4,075-96.0% | $4,763-96.6% |
| Participant deferral / active EE | $4,041 | $6,369-36.6% | $5,525-26.9% | $5,851-30.9% |
| Admin fee / account holder | $336 | $10,705-96.9% | $8,593-96.1% | $11,598-97.1% |