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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 | $6,986 | $100,895-93.1% | $90,430-92.3% | $158,950-95.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 24.83% | 1725.54%-1700.7pp | 1293.73%-1268.9pp | 302.91%-278.1pp |
| Employer contribution / active EE | $132 | $3,689-96.4% | $3,262-95.9% | $4,762-97.2% |
| Participant deferral / active EE | $849 | $4,347-80.5% | $3,963-78.6% | $5,983-85.8% |
| Admin fee / account holder | $457 | $6,505-93.0% | $5,613-91.9% | $11,248-95.9% |