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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 | $196,972-93.7% | $182,262-93.2% | $198,609-93.8% |
| Participation rate | 61.1% | 85.7%-24.6pp | 84.2%-23.1pp | 82.4%-21.3pp |
| Annual return | 23.72% | 158.27%-134.6pp | 140.60%-116.9pp | 202.70%-179.0pp |
| Employer contribution / active EE | $686 | $5,364-87.2% | $5,046-86.4% | $5,055-86.4% |
| Participant deferral / active EE | $3,860 | $8,643-55.3% | $8,276-53.4% | $6,977-44.7% |
| Admin fee / account holder | $5,423 | $18,429-70.6% | $16,712-67.6% | $19,030-71.5% |