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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 | $949 | $134,817-99.3% | $123,973-99.2% | $155,188-99.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 8.74% | 515.49%-506.7pp | 388.13%-379.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $859 | $4,425-80.6% | $4,126-79.2% | $4,248-79.8% |
| Participant deferral / active EE | $3,254 | $5,706-43.0% | $5,247-38.0% | $6,531-50.2% |
| Admin fee / account holder | $6,877 | $13,245-48.1% | $11,799-41.7% | $14,480-52.5% |