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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 | $12,645 | $157,304-92.0% | $141,197-91.0% | $152,909-91.7% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 17.82% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $243 | $5,263-95.4% | $4,736-94.9% | $4,764-94.9% |
| Participant deferral / active EE | $3,510 | $7,111-50.6% | $6,710-47.7% | $5,851-40.0% |
| Admin fee / account holder | $8,211 | $12,126-32.3% | $10,265-20.0% | $11,601-29.2% |