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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 | $9,885 | $175,259-94.4% | $149,723-93.4% | $139,487-92.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.97% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | -$48 | $5,478-100.9% | $4,821-101.0% | $4,755-101.0% |
| Participant deferral / active EE | $12,241 | $6,522+87.7% | $5,682+115.4% | $6,713+82.4% |
| Admin fee / account holder | $2,298 | $16,158-85.8% | $13,215-82.6% | $11,407-79.9% |