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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 | $6,135 | $165,399-96.3% | $149,745-95.9% | $158,982-96.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 35.73% | 348.34%-312.6pp | 276.72%-241.0pp | 302.99%-267.3pp |
| Employer contribution / active EE | $544 | $5,105-89.3% | $4,646-88.3% | $4,763-88.6% |
| Participant deferral / active EE | $2,787 | $7,183-61.2% | $6,843-59.3% | $5,983-53.4% |
| Admin fee / account holder | $1,958 | $10,811-81.9% | $9,312-79.0% | $11,252-82.6% |