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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 | $16,412 | $185,856-91.2% | $170,028-90.3% | $139,456-88.2% |
| Participation rate | 35.3% | 87.8%-52.5pp | 87.0%-51.7pp | 80.3%-45.0pp |
| Annual return | 11.73% | 60.52%-48.8pp | 53.39%-41.7pp | 373.45%-361.7pp |
| Employer contribution / active EE | $701 | $7,593-90.8% | $6,788-89.7% | $4,753-85.2% |
| Participant deferral / active EE | $3,785 | $11,623-67.4% | $10,409-63.6% | $6,711-43.6% |
| Admin fee / account holder | $11,316 | $15,387-26.5% | $12,820-11.7% | $11,407-0.8% |