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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 | $6,966 | $124,351-94.4% | $109,188-93.6% | $167,553-95.8% |
| Participation rate | 53.3% | 79.4%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 16.34% | 26.04%-9.7pp | 25.76%-9.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $727 | $4,210-82.7% | $3,723-80.5% | $4,840-85.0% |
| Participant deferral / active EE | $2,700 | $5,257-48.6% | $4,654-42.0% | $6,343-57.4% |
| Admin fee / account holder | $384 | $7,975-95.2% | $6,755-94.3% | $12,316-96.9% |