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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 | $8,291 | $106,005-92.2% | $92,239-91.0% | $147,585-94.4% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 18.16% | 50.05%-31.9pp | 176.29%-158.1pp | 578.58%-560.4pp |
| Employer contribution / active EE | $520 | $4,333-88.0% | $3,680-85.9% | $4,876-89.3% |
| Participant deferral / active EE | $1,390 | $4,478-69.0% | $3,897-64.3% | $5,439-74.4% |
| Admin fee / account holder | $508 | $6,333-92.0% | $5,194-90.2% | $10,886-95.3% |