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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 | $11,010 | $107,368-89.7% | $92,915-88.2% | $152,909-92.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 27.71% | 145.64%-117.9pp | 109.45%-81.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $254 | $4,222-94.0% | $3,653-93.1% | $4,764-94.7% |
| Participant deferral / active EE | $1,381 | $4,848-71.5% | $4,238-67.4% | $5,851-76.4% |
| Admin fee / account holder | $455 | $7,082-93.6% | $5,796-92.2% | $11,601-96.1% |