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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% | $155,567-94.9% | $145,959-94.6% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 13.19% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.8pp |
| Employer contribution / active EE | $878 | $5,315-83.5% | $4,674-81.2% | $4,661-81.2% |
| Participant deferral / active EE | $2,817 | $6,464-56.4% | $5,628-49.9% | $6,689-57.9% |
| Admin fee / account holder | $55,344 | $19,318+186.5% | $15,916+247.7% | $13,398+313.1% |