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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 | $8,114 | $232,540-96.5% | $185,117-95.6% | $147,586-94.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 7.89% | 43.03%-35.1pp | 40.50%-32.6pp | 578.59%-570.7pp |
| Employer contribution / active EE | $338 | $5,195-93.5% | $4,182-91.9% | $4,876-93.1% |
| Participant deferral / active EE | $1,441 | $5,834-75.3% | $5,045-71.4% | $5,439-73.5% |
| Admin fee / account holder | $5,868 | $10,275-42.9% | $8,159-28.1% | $10,886-46.1% |