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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 | $15,887 | $150,346-89.4% | $120,524-86.8% | $145,877-89.1% |
| Participation rate | 27.3% | 78.8%-51.5pp | 71.9%-44.7pp | 80.3%-53.0pp |
| Annual return | 12.31% | 154.40%-142.1pp | 107.36%-95.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $835 | $4,353-80.8% | $3,469-75.9% | $4,663-82.1% |
| Participant deferral / active EE | $1,840 | $6,172-70.2% | $4,994-63.2% | $6,691-72.5% |
| Admin fee / account holder | $18,030 | $12,215+47.6% | $9,440+91.0% | $13,402+34.5% |