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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 | $11,296 | $160,028-92.9% | $147,080-92.3% | $145,884-92.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 17.70% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $702 | $5,286-86.7% | $4,933-85.8% | $4,662-84.9% |
| Participant deferral / active EE | $6,273 | $8,422-25.5% | $8,066-22.2% | $6,690-6.2% |
| Admin fee / account holder | $1,913 | $15,030-87.3% | $12,989-85.3% | $13,392-85.7% |