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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 | $4,965 | $154,228-96.8% | $145,433-96.6% | $137,256-96.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 31.71% | 74.59%-42.9pp | 66.58%-34.9pp | 220.34%-188.6pp |
| Employer contribution / active EE | $350 | $4,804-92.7% | $4,554-92.3% | $4,156-91.6% |
| Participant deferral / active EE | $6,231 | $8,216-24.2% | $7,897-21.1% | $6,407-2.7% |
| Admin fee / account holder | $9,310 | $14,344-35.1% | $13,129-29.1% | $12,270-24.1% |