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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 | $6,701 | $183,592-96.4% | $155,567-95.7% | $145,959-95.4% |
| Participation rate | 13.3% | 82.7%-69.3pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 10.47% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $740 | $5,315-86.1% | $4,674-84.2% | $4,661-84.1% |
| Participant deferral / active EE | $2,154 | $6,464-66.7% | $5,628-61.7% | $6,689-67.8% |
| Admin fee / account holder | $220,392 | $19,318+1040.9% | $15,916+1284.7% | $13,398+1545.0% |