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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 | $11,572 | $174,379-93.4% | $152,093-92.4% | $138,895-91.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 20.48% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $462 | $4,652-90.1% | $4,175-88.9% | $4,194-89.0% |
| Participant deferral / active EE | $2,199 | $6,159-64.3% | $5,451-59.7% | $6,396-65.6% |
| Admin fee / account holder | $28,247 | $16,880+67.3% | $14,497+94.9% | $12,562+124.9% |