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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 | $13,187 | $175,231-92.5% | $149,696-91.2% | $139,466-90.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.18% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $387 | $5,478-92.9% | $4,821-92.0% | $4,754-91.9% |
| Participant deferral / active EE | $3,647 | $6,521-44.1% | $5,682-35.8% | $6,712-45.7% |
| Admin fee / account holder | $6,444 | $16,155-60.1% | $13,212-51.2% | $11,409-43.5% |