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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 | $11,604 | $183,592-93.7% | $155,574-92.5% | $145,877-92.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.72% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $810 | $5,317-84.8% | $4,676-82.7% | $4,663-82.6% |
| Participant deferral / active EE | $3,100 | $6,466-52.1% | $5,629-44.9% | $6,691-53.7% |
| Admin fee / account holder | $1,964 | $19,316-89.8% | $15,914-87.7% | $13,402-85.3% |