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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 | $183,539-95.7% | $155,556-94.9% | $145,897-94.6% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 13.19% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $878 | $5,315-83.5% | $4,675-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $2,817 | $6,467-56.4% | $5,631-50.0% | $6,689-57.9% |
| Admin fee / account holder | $55,344 | $19,275+187.1% | $15,885+248.4% | $13,390+313.3% |