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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 | $156,398-96.8% | $147,318-96.6% | $138,895-96.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 31.71% | 78.75%-47.0pp | 70.43%-38.7pp | 145.39%-113.7pp |
| Employer contribution / active EE | $350 | $4,853-92.8% | $4,593-92.4% | $4,194-91.7% |
| Participant deferral / active EE | $6,231 | $8,237-24.4% | $7,906-21.2% | $6,396-2.6% |
| Admin fee / account holder | $9,310 | $14,976-37.8% | $13,708-32.1% | $12,562-25.9% |