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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 | $9,374 | $165,399-94.3% | $149,745-93.7% | $158,982-94.1% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 30.09% | 348.34%-318.3pp | 276.72%-246.6pp | 302.99%-272.9pp |
| Employer contribution / active EE | $783 | $5,105-84.7% | $4,646-83.1% | $4,763-83.6% |
| Participant deferral / active EE | $2,523 | $7,183-64.9% | $6,843-63.1% | $5,983-57.8% |
| Admin fee / account holder | $410 | $10,811-96.2% | $9,312-95.6% | $11,252-96.4% |