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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 | $209,336-97.5% | $197,124-97.3% | $137,256-96.2% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 32.47% | 48.09%-15.6pp | 44.34%-11.9pp | 220.34%-187.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,509 | $9,614-63.5% | $9,135-61.6% | $6,407-45.2% |
| Admin fee / account holder | $1,194 | $17,308-93.1% | $16,298-92.7% | $12,270-90.3% |