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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 | $8,457 | $183,592-95.4% | $155,567-94.6% | $145,959-94.2% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 16.29% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.7pp |
| Employer contribution / active EE | $941 | $5,315-82.3% | $4,674-79.9% | $4,661-79.8% |
| Participant deferral / active EE | $1,837 | $6,464-71.6% | $5,628-67.4% | $6,689-72.5% |
| Admin fee / account holder | $726 | $19,318-96.2% | $15,916-95.4% | $13,398-94.6% |