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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 | $6,365 | $112,131-94.3% | $95,964-93.4% | $158,982-96.0% |
| Participation rate | 61.5% | 79.0%-17.5pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 15.29% | 171.19%-155.9pp | 91.64%-76.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $489 | $3,199-84.7% | $2,541-80.8% | $4,763-89.7% |
| Participant deferral / active EE | $2,113 | $4,784-55.8% | $4,167-49.3% | $5,983-64.7% |
| Admin fee / account holder | $4,375 | $10,136-56.8% | $6,797-35.6% | $11,252-61.1% |