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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 | $8,542 | $183,539-95.3% | $155,556-94.5% | $145,897-94.1% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 13.86% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $629 | $5,315-88.2% | $4,675-86.5% | $4,663-86.5% |
| Participant deferral / active EE | $1,955 | $6,467-69.8% | $5,631-65.3% | $6,689-70.8% |
| Admin fee / account holder | $827 | $19,275-95.7% | $15,885-94.8% | $13,390-93.8% |