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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 | $9,325 | $150,447-93.8% | $136,298-93.2% | $147,586-93.7% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 21.44% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $610 | $5,256-88.4% | $4,696-87.0% | $4,876-87.5% |
| Participant deferral / active EE | $3,186 | $6,631-51.9% | $6,247-49.0% | $5,439-41.4% |
| Admin fee / account holder | $1,855 | $10,906-83.0% | $9,244-79.9% | $10,886-83.0% |