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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 | $7,392 | $197,625-96.3% | $177,840-95.8% | $158,966-95.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 14.00% | 58.76%-44.8pp | 48.32%-34.3pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,249 | $6,698-81.4% | $5,919-78.9% | $4,762-73.8% |
| Participant deferral / active EE | $3,311 | $8,405-60.6% | $7,714-57.1% | $5,983-44.7% |
| Admin fee / account holder | $1,820 | $15,405-88.2% | $12,431-85.4% | $11,250-83.8% |