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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 | $10,876 | $129,737-91.6% | $119,126-90.9% | $154,746-93.0% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 16.48% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $491 | $4,375-88.8% | $4,034-87.8% | $4,379-88.8% |
| Participant deferral / active EE | $2,591 | $5,842-55.6% | $5,318-51.3% | $6,730-61.5% |
| Admin fee / account holder | $458 | $11,961-96.2% | $10,693-95.7% | $14,365-96.8% |