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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 | $7,716 | $157,296-95.1% | $141,191-94.5% | $152,897-95.0% |
| Participation rate | 45.0% | 84.8%-39.8pp | 82.5%-37.5pp | 82.5%-37.5pp |
| Annual return | 18.69% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $576 | $5,262-89.1% | $4,736-87.8% | $4,764-87.9% |
| Participant deferral / active EE | $3,343 | $7,111-53.0% | $6,710-50.2% | $5,851-42.9% |
| Admin fee / account holder | $12,648 | $12,125+4.3% | $10,264+23.2% | $11,599+9.0% |