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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 | $9,245 | $227,399-95.9% | $189,758-95.1% | $198,609-95.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 17.98% | 61.03%-43.1pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $835 | $5,526-84.9% | $4,767-82.5% | $5,055-83.5% |
| Participant deferral / active EE | $3,416 | $6,837-50.0% | $5,856-41.7% | $6,977-51.0% |
| Admin fee / account holder | $151,440 | $25,162+501.8% | $20,388+642.8% | $19,030+695.8% |