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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 | $7,468 | $183,516-95.9% | $155,534-95.2% | $145,884-94.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 29.53% | 61.43%-31.9pp | 64.92%-35.4pp | 551.85%-522.3pp |
| Employer contribution / active EE | $525 | $5,315-90.1% | $4,675-88.8% | $4,662-88.7% |
| Participant deferral / active EE | $3,460 | $6,467-46.5% | $5,630-38.5% | $6,690-48.3% |
| Admin fee / account holder | $5,682 | $19,293-70.5% | $15,900-64.3% | $13,392-57.6% |