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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 | $12,921 | $185,856-93.0% | $170,028-92.4% | $139,456-90.7% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 18.51% | 60.52%-42.0pp | 53.39%-34.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $226 | $7,593-97.0% | $6,788-96.7% | $4,753-95.2% |
| Participant deferral / active EE | $3,180 | $11,623-72.6% | $10,409-69.4% | $6,711-52.6% |
| Admin fee / account holder | $5,746 | $15,387-62.7% | $12,820-55.2% | $11,407-49.6% |