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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 | $201,372-93.5% | $184,260-92.9% | $145,884-91.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.07% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,213 | $7,024-82.7% | $6,427-81.1% | $4,662-74.0% |
| Participant deferral / active EE | $3,442 | $9,808-64.9% | $9,133-62.3% | $6,690-48.5% |
| Admin fee / account holder | $1,858 | $16,362-88.6% | $13,898-86.6% | $13,392-86.1% |