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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 | $12,329 | $162,136-92.4% | $152,301-91.9% | $154,746-92.0% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 23.72% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $686 | $4,890-86.0% | $4,624-85.2% | $4,379-84.3% |
| Participant deferral / active EE | $3,860 | $8,341-53.7% | $8,004-51.8% | $6,730-42.6% |
| Admin fee / account holder | $5,423 | $15,759-65.6% | $14,398-62.3% | $14,365-62.2% |