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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 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 23.72% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $686 | $4,804-85.7% | $4,554-84.9% | $4,156-83.5% |
| Participant deferral / active EE | $3,860 | $8,216-53.0% | $7,897-51.1% | $6,407-39.7% |
| Admin fee / account holder | $5,423 | $14,344-62.2% | $13,129-58.7% | $12,270-55.8% |