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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 | $212,386-97.5% | $199,883-97.4% | $138,895-96.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 32.47% | 47.75%-15.3pp | 43.81%-11.3pp | 145.39%-112.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,509 | $9,617-63.5% | $9,138-61.6% | $6,396-45.1% |
| Admin fee / account holder | $1,194 | $18,233-93.5% | $17,268-93.1% | $12,562-90.5% |