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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 | $7,891 | $183,592-95.7% | $155,574-94.9% | $145,877-94.6% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 13.19% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $878 | $5,317-83.5% | $4,676-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $2,817 | $6,466-56.4% | $5,629-50.0% | $6,691-57.9% |
| Admin fee / account holder | $55,344 | $19,316+186.5% | $15,914+247.8% | $13,402+312.9% |