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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 | $13,345 | $159,934-91.7% | $147,005-90.9% | $145,959-90.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 19.65% | 98.24%-78.6pp | 418.76%-399.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $996 | $5,287-81.2% | $4,934-79.8% | $4,661-78.6% |
| Participant deferral / active EE | $2,778 | $8,427-67.0% | $8,070-65.6% | $6,689-58.5% |
| Admin fee / account holder | $776 | $15,053-94.8% | $13,006-94.0% | $13,398-94.2% |