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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 | $5,511 | $107,363-94.9% | $92,909-94.1% | $152,897-96.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 33.49% | 145.63%-112.1pp | 109.44%-75.9pp | 345.43%-311.9pp |
| Employer contribution / active EE | $443 | $4,222-89.5% | $3,653-87.9% | $4,764-90.7% |
| Participant deferral / active EE | $2,120 | $4,848-56.3% | $4,238-50.0% | $5,851-63.8% |
| Admin fee / account holder | $1,041 | $7,082-85.3% | $5,795-82.0% | $11,599-91.0% |