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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 | $11,867 | $162,136-92.7% | $152,301-92.2% | $154,746-92.3% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 36.65% | 91.02%-54.4pp | 80.50%-43.9pp | 172.34%-135.7pp |
| Employer contribution / active EE | $50 | $4,890-99.0% | $4,624-98.9% | $4,379-98.9% |
| Participant deferral / active EE | $3,743 | $8,341-55.1% | $8,004-53.2% | $6,730-44.4% |
| Admin fee / account holder | $4,030 | $15,759-74.4% | $14,398-72.0% | $14,365-71.9% |