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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 | $4,865 | $177,353-97.3% | $158,226-96.9% | $198,609-97.6% |
| Participation rate | 25.0% | 77.0%-52.0pp | 74.8%-49.8pp | 82.4%-57.4pp |
| Annual return | 7.66% | 599.50%-591.8pp | 501.41%-493.7pp | 202.70%-195.0pp |
| Employer contribution / active EE | $480 | $3,239-85.2% | $2,986-83.9% | $5,055-90.5% |
| Participant deferral / active EE | $2,400 | $4,615-48.0% | $4,317-44.4% | $6,977-65.6% |
| Admin fee / account holder | $18,800 | $10,960+71.5% | $10,217+84.0% | $19,030-1.2% |