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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 | $8,344 | $165,381-95.0% | $149,730-94.4% | $158,966-94.8% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 30.88% | 348.29%-317.4pp | 276.70%-245.8pp | 302.95%-272.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,768 | $7,182-61.5% | $6,843-59.5% | $5,983-53.7% |
| Admin fee / account holder | $938 | $10,809-91.3% | $9,310-89.9% | $11,250-91.7% |