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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 | $8,000 | $107,353-92.5% | $92,903-91.4% | $152,885-94.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 34.57% | 145.62%-111.1pp | 109.43%-74.9pp | 345.39%-310.8pp |
| Employer contribution / active EE | $440 | $4,222-89.6% | $3,653-87.9% | $4,763-90.8% |
| Participant deferral / active EE | $2,225 | $4,848-54.1% | $4,238-47.5% | $5,851-62.0% |
| Admin fee / account holder | $759 | $7,081-89.3% | $5,795-86.9% | $11,598-93.5% |