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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 | $7,837 | $104,953-92.5% | $84,637-90.7% | $152,909-94.9% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.5%-29.5pp |
| Annual return | 15.17% | 373.94%-358.8pp | 258.82%-243.7pp | 345.46%-330.3pp |
| Employer contribution / active EE | $232 | $3,304-93.0% | $2,653-91.2% | $4,764-95.1% |
| Participant deferral / active EE | $1,457 | $4,691-68.9% | $3,900-62.6% | $5,851-75.1% |
| Admin fee / account holder | $4,119 | $6,244-34.0% | $4,914-16.2% | $11,601-64.5% |