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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 | $8,321 | $209,422-96.0% | $178,503-95.3% | $158,982-94.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 23.87% | 188.81%-164.9pp | 151.12%-127.2pp | 302.99%-279.1pp |
| Employer contribution / active EE | $402 | $5,707-93.0% | $5,011-92.0% | $4,763-91.6% |
| Participant deferral / active EE | $2,257 | $5,955-62.1% | $5,202-56.6% | $5,983-62.3% |
| Admin fee / account holder | $1,072 | $17,079-93.7% | $13,987-92.3% | $11,252-90.5% |