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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 | $12,362 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 10.40% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $546 | $5,286-89.7% | $4,933-88.9% | $4,662-88.3% |
| Participant deferral / active EE | $2,657 | $8,422-68.5% | $8,066-67.1% | $6,690-60.3% |
| Admin fee / account holder | $324 | $15,030-97.8% | $12,989-97.5% | $13,392-97.6% |