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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 | $7,664 | $165,381-95.4% | $149,730-94.9% | $158,966-95.2% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 46.79% | 348.29%-301.5pp | 276.70%-229.9pp | 302.95%-256.2pp |
| Employer contribution / active EE | $271 | $5,104-94.7% | $4,645-94.2% | $4,762-94.3% |
| Participant deferral / active EE | $3,656 | $7,182-49.1% | $6,843-46.6% | $5,983-38.9% |
| Admin fee / account holder | $1,131 | $10,809-89.5% | $9,310-87.9% | $11,250-89.9% |