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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 | $12,154 | $183,592-93.4% | $155,567-92.2% | $145,959-91.7% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 20.42% | 61.24%-40.8pp | 64.74%-44.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $862 | $5,315-83.8% | $4,674-81.6% | $4,661-81.5% |
| Participant deferral / active EE | $3,721 | $6,464-42.4% | $5,628-33.9% | $6,689-44.4% |
| Admin fee / account holder | $449 | $19,318-97.7% | $15,916-97.2% | $13,398-96.6% |