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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 | $14,293 | $227,597-93.7% | $189,575-92.5% | $167,536-91.5% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 12.21% | 78.44%-66.2pp | 64.19%-52.0pp | 478.82%-466.6pp |
| Employer contribution / active EE | $253 | $5,316-95.2% | $4,412-94.3% | $4,839-94.8% |
| Participant deferral / active EE | $1,644 | $7,002-76.5% | $6,174-73.4% | $6,342-74.1% |
| Admin fee / account holder | $2,310 | $11,877-80.6% | $9,806-76.4% | $12,315-81.2% |