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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 | $6,964 | $111,535-93.8% | $105,223-93.4% | $137,256-94.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.00% | 237.85%-220.9pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $448 | $3,939-88.6% | $3,689-87.8% | $4,156-89.2% |
| Participant deferral / active EE | $2,197 | $5,500-60.1% | $5,072-56.7% | $6,407-65.7% |
| Admin fee / account holder | $1,035 | $9,721-89.4% | $8,859-88.3% | $12,270-91.6% |