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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 | $160,040-92.3% | $147,096-91.6% | $145,877-91.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 10.40% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $546 | $5,289-89.7% | $4,936-88.9% | $4,663-88.3% |
| Participant deferral / active EE | $2,657 | $8,429-68.5% | $8,071-67.1% | $6,691-60.3% |
| Admin fee / account holder | $324 | $15,050-97.8% | $13,005-97.5% | $13,402-97.6% |