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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 | $7,936 | $84,708-90.6% | $75,714-89.5% | $167,536-95.3% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.8%-10.1pp | 82.1%-17.4pp |
| Annual return | 11.15% | 199.62%-188.5pp | 104.62%-93.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $388 | $3,231-88.0% | $2,744-85.9% | $4,839-92.0% |
| Participant deferral / active EE | $1,169 | $4,577-74.5% | $3,820-69.4% | $6,342-81.6% |
| Admin fee / account holder | $1,745 | $5,358-67.4% | $3,619-51.8% | $12,315-85.8% |