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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 | $9,670 | $209,428-95.4% | $178,498-94.6% | $158,950-93.9% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 21.62% | 188.78%-167.2pp | 151.09%-129.5pp | 302.91%-281.3pp |
| Employer contribution / active EE | $1,008 | $5,707-82.3% | $5,011-79.9% | $4,762-78.8% |
| Participant deferral / active EE | $3,129 | $5,955-47.5% | $5,202-39.9% | $5,983-47.7% |
| Admin fee / account holder | $929 | $17,077-94.6% | $13,985-93.4% | $11,248-91.7% |