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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 | $7,359 | $111,535-93.4% | $105,223-93.0% | $137,256-94.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.68% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $769 | $3,939-80.5% | $3,689-79.1% | $4,156-81.5% |
| Participant deferral / active EE | $1,538 | $5,500-72.0% | $5,072-69.7% | $6,407-76.0% |
| Admin fee / account holder | $1,937 | $9,721-80.1% | $8,859-78.1% | $12,270-84.2% |