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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 | $8,889 | $183,539-95.2% | $155,556-94.3% | $145,897-93.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 24.96% | 61.31%-36.3pp | 64.84%-39.9pp | 552.29%-527.3pp |
| Employer contribution / active EE | $811 | $5,315-84.7% | $4,675-82.6% | $4,663-82.6% |
| Participant deferral / active EE | $5,190 | $6,467-19.8% | $5,631-7.8% | $6,689-22.4% |
| Admin fee / account holder | $1,360 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |