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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 | $6,831 | $226,105-97.0% | $182,540-96.3% | $152,897-95.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 12.85% | 192.58%-179.7pp | 148.58%-135.7pp | 345.43%-332.6pp |
| Employer contribution / active EE | $385 | $4,978-92.3% | $4,076-90.6% | $4,764-91.9% |
| Participant deferral / active EE | $2,030 | $6,370-68.1% | $5,525-63.3% | $5,851-65.3% |
| Admin fee / account holder | $8,417 | $10,706-21.4% | $8,593-2.1% | $11,599-27.4% |