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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 | $9,882 | $183,592-94.6% | $155,574-93.6% | $145,877-93.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.96% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $986 | $5,317-81.5% | $4,676-78.9% | $4,663-78.9% |
| Participant deferral / active EE | $3,034 | $6,466-53.1% | $5,629-46.1% | $6,691-54.6% |
| Admin fee / account holder | $19,275 | $19,316-0.2% | $15,914+21.1% | $13,402+43.8% |