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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 | $12,127 | $183,516-93.4% | $155,534-92.2% | $145,884-91.7% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 20.86% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $957 | $5,315-82.0% | $4,675-79.5% | $4,662-79.5% |
| Participant deferral / active EE | $2,359 | $6,467-63.5% | $5,630-58.1% | $6,690-64.7% |
| Admin fee / account holder | $824 | $19,293-95.7% | $15,900-94.8% | $13,392-93.8% |