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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 | $10,673 | $154,228-93.1% | $145,433-92.7% | $137,256-92.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $561 | $4,804-88.3% | $4,554-87.7% | $4,156-86.5% |
| Participant deferral / active EE | $2,430 | $8,216-70.4% | $7,897-69.2% | $6,407-62.1% |
| Admin fee / account holder | $4,099 | $14,344-71.4% | $13,129-68.8% | $12,270-66.6% |