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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 | $9,236 | $183,516-95.0% | $155,534-94.1% | $145,884-93.7% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.29% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $512 | $5,315-90.4% | $4,675-89.1% | $4,662-89.0% |
| Participant deferral / active EE | $2,595 | $6,467-59.9% | $5,630-53.9% | $6,690-61.2% |
| Admin fee / account holder | $2,250 | $19,293-88.3% | $15,900-85.8% | $13,392-83.2% |