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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 | $13,960 | $217,427-93.6% | $185,837-92.5% | $167,518-91.7% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 17.71% | 148.39%-130.7pp | 122.08%-104.4pp | 478.71%-461.0pp |
| Employer contribution / active EE | $343 | $5,874-94.2% | $5,168-93.4% | $4,838-92.9% |
| Participant deferral / active EE | $3,598 | $6,357-43.4% | $5,568-35.4% | $6,342-43.3% |
| Admin fee / account holder | $4,032 | $19,816-79.7% | $16,241-75.2% | $12,312-67.2% |