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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 | $183,516-95.3% | $155,534-94.5% | $145,884-94.1% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 13.86% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $629 | $5,315-88.2% | $4,675-86.5% | $4,662-86.5% |
| Participant deferral / active EE | $1,955 | $6,467-69.8% | $5,630-65.3% | $6,690-70.8% |
| Admin fee / account holder | $827 | $19,293-95.7% | $15,900-94.8% | $13,392-93.8% |