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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 | $9,697 | $232,540-95.8% | $185,117-94.8% | $147,586-93.4% |
| Participation rate | 21.1% | 82.4%-61.3pp | 77.3%-56.2pp | 82.8%-61.8pp |
| Annual return | 7.93% | 43.03%-35.1pp | 40.50%-32.6pp | 578.59%-570.7pp |
| Employer contribution / active EE | $143 | $5,195-97.2% | $4,182-96.6% | $4,876-97.1% |
| Participant deferral / active EE | $1,022 | $5,834-82.5% | $5,045-79.8% | $5,439-81.2% |
| Admin fee / account holder | $1,301 | $10,275-87.3% | $8,159-84.1% | $10,886-88.1% |