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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 | $8,987 | $73,546-87.8% | $63,018-85.7% | $147,586-93.9% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.8%-13.3pp | 82.8%-21.3pp |
| Annual return | 9.42% | 175.56%-166.1pp | 87.62%-78.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $53 | $3,324-98.4% | $2,761-98.1% | $4,876-98.9% |
| Participant deferral / active EE | $1,808 | $4,185-56.8% | $3,330-45.7% | $5,439-66.7% |
| Admin fee / account holder | $812 | $5,956-86.4% | $3,601-77.5% | $10,886-92.5% |