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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 | $11,981 | $175,231-93.2% | $149,696-92.0% | $139,466-91.4% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 36.32% | 166.77%-130.5pp | 134.46%-98.1pp | 373.66%-337.3pp |
| Employer contribution / active EE | $755 | $5,478-86.2% | $4,821-84.3% | $4,754-84.1% |
| Participant deferral / active EE | $3,448 | $6,521-47.1% | $5,682-39.3% | $6,712-48.6% |
| Admin fee / account holder | $716 | $16,155-95.6% | $13,212-94.6% | $11,409-93.7% |