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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 | $5,278 | $223,823-97.6% | $211,142-97.5% | $154,746-96.6% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 32.47% | 50.39%-17.9pp | 46.84%-14.4pp | 172.34%-139.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,509 | $9,750-64.0% | $9,284-62.2% | $6,730-47.9% |
| Admin fee / account holder | $1,194 | $19,707-93.9% | $19,076-93.7% | $14,365-91.7% |