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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 | $7,550 | $114,073-93.4% | $96,161-92.1% | $167,518-95.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 68.4%-4.2pp | 82.1%-17.8pp |
| Annual return | 11.64% | 189.95%-178.3pp | 192.01%-180.4pp | 478.71%-467.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,635 | $5,195-68.5% | $4,349-62.4% | $6,342-74.2% |
| Admin fee / account holder | $2,791 | $6,899-59.5% | $5,538-49.6% | $12,312-77.3% |