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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 | $11,783 | $108,897-89.2% | $100,378-88.3% | $145,877-91.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 24.35% | 58.17%-33.8pp | 49.41%-25.1pp | 551.28%-526.9pp |
| Employer contribution / active EE | $212 | $4,420-95.2% | $3,942-94.6% | $4,663-95.4% |
| Participant deferral / active EE | $8,071 | $8,455-4.5% | $8,087-0.2% | $6,691+20.6% |
| Admin fee / account holder | $711 | $9,690-92.7% | $7,899-91.0% | $13,402-94.7% |