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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 | $7,337 | $183,539-96.0% | $155,556-95.3% | $145,897-95.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.47% | 61.31%-50.8pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $992 | $5,315-81.3% | $4,675-78.8% | $4,663-78.7% |
| Participant deferral / active EE | $4,427 | $6,467-31.5% | $5,631-21.4% | $6,689-33.8% |
| Admin fee / account holder | $26,337 | $19,275+36.6% | $15,885+65.8% | $13,390+96.7% |