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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 | $8,830 | $217,432-95.9% | $185,849-95.2% | $167,536-94.7% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 13.68% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $540 | $5,875-90.8% | $5,169-89.6% | $4,839-88.8% |
| Participant deferral / active EE | $2,600 | $6,357-59.1% | $5,569-53.3% | $6,342-59.0% |
| Admin fee / account holder | $13,228 | $19,818-33.3% | $16,244-18.6% | $12,315+7.4% |