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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 | $13,614 | $183,539-92.6% | $155,556-91.2% | $145,897-90.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 19.33% | 61.31%-42.0pp | 64.84%-45.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $595 | $5,315-88.8% | $4,675-87.3% | $4,663-87.2% |
| Participant deferral / active EE | $2,724 | $6,467-57.9% | $5,631-51.6% | $6,689-59.3% |
| Admin fee / account holder | $3,541 | $19,275-81.6% | $15,885-77.7% | $13,390-73.6% |