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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 | $8,741 | $172,111-94.9% | $150,298-94.2% | $137,256-93.6% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $180 | $4,636-96.1% | $4,154-95.7% | $4,156-95.7% |
| Participant deferral / active EE | $2,264 | $6,166-63.3% | $5,453-58.5% | $6,407-64.7% |
| Admin fee / account holder | $2,376 | $16,471-85.6% | $14,116-83.2% | $12,270-80.6% |