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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 | $13,142 | $201,264-93.5% | $184,185-92.9% | $145,978-91.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.07% | 29.00%-12.9pp | 28.81%-12.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,213 | $7,021-82.7% | $6,426-81.1% | $4,662-74.0% |
| Participant deferral / active EE | $3,442 | $9,806-64.9% | $9,132-62.3% | $6,690-48.5% |
| Admin fee / account holder | $1,858 | $16,376-88.7% | $13,909-86.6% | $13,400-86.1% |