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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 | $11,759 | $183,516-93.6% | $155,534-92.4% | $145,884-91.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.80% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $510 | $5,315-90.4% | $4,675-89.1% | $4,662-89.1% |
| Participant deferral / active EE | $3,134 | $6,467-51.5% | $5,630-44.3% | $6,690-53.1% |
| Admin fee / account holder | $1,150 | $19,293-94.0% | $15,900-92.8% | $13,392-91.4% |