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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 | $8,161 | $198,462-95.9% | $170,439-95.2% | $147,585-94.5% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.94% | 257.30%-240.4pp | 205.94%-189.0pp | 578.58%-561.6pp |
| Employer contribution / active EE | $839 | $6,184-86.4% | $5,433-84.6% | $4,876-82.8% |
| Participant deferral / active EE | $2,271 | $5,629-59.7% | $4,939-54.0% | $5,439-58.2% |
| Admin fee / account holder | $3,221 | $16,852-80.9% | $13,881-76.8% | $10,886-70.4% |