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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 | $12,237 | $183,592-93.3% | $155,574-92.1% | $145,877-91.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 39.33% | 61.37%-22.0pp | 64.87%-25.5pp | 551.28%-512.0pp |
| Employer contribution / active EE | $504 | $5,317-90.5% | $4,676-89.2% | $4,663-89.2% |
| Participant deferral / active EE | $7,127 | $6,466+10.2% | $5,629+26.6% | $6,691+6.5% |
| Admin fee / account holder | $619 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |