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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 | $7,322 | $106,008-93.1% | $92,240-92.1% | $147,586-95.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 19.71% | 50.05%-30.3pp | 176.29%-156.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $633 | $4,333-85.4% | $3,680-82.8% | $4,876-87.0% |
| Participant deferral / active EE | $1,749 | $4,478-61.0% | $3,897-55.1% | $5,439-67.8% |
| Admin fee / account holder | $1,430 | $6,333-77.4% | $5,194-72.5% | $10,886-86.9% |