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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 | $11,560 | $150,435-92.3% | $120,580-90.4% | $145,897-92.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 13.33% | 154.60%-141.3pp | 107.48%-94.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $574 | $4,352-86.8% | $3,469-83.5% | $4,663-87.7% |
| Participant deferral / active EE | $2,474 | $6,174-59.9% | $4,995-50.5% | $6,689-63.0% |
| Admin fee / account holder | $817 | $12,182-93.3% | $9,418-91.3% | $13,390-93.9% |