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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 | $5,377 | $168,635-96.8% | $147,617-96.4% | $125,389-95.7% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | 4.39% | 77.65%-73.3pp | 61.98%-57.6pp | 282.24%-277.8pp |
| Employer contribution / active EE | $1,170 | $6,252-81.3% | $5,564-79.0% | $4,866-75.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $929 | $13,580-93.2% | $11,612-92.0% | $9,541-90.3% |