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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 | $183,627-95.0% | $155,602-94.1% | $145,978-93.7% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.29% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $512 | $5,316-90.4% | $4,675-89.1% | $4,662-89.0% |
| Participant deferral / active EE | $2,595 | $6,466-59.9% | $5,629-53.9% | $6,690-61.2% |
| Admin fee / account holder | $2,250 | $19,327-88.4% | $15,923-85.9% | $13,400-83.2% |