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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 | $12,186 | $148,629-91.8% | $135,982-91.0% | $139,487-91.3% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 14.01% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $650 | $5,247-87.6% | $4,859-86.6% | $4,755-86.3% |
| Participant deferral / active EE | $3,209 | $8,102-60.4% | $7,760-58.6% | $6,713-52.2% |
| Admin fee / account holder | $770 | $12,406-93.8% | $10,767-92.8% | $11,407-93.2% |