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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 | $2,493 | $115,810-97.8% | $101,271-97.5% | $158,966-98.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.93% | 56.15%-42.2pp | 46.48%-32.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $710 | $4,175-83.0% | $3,660-80.6% | $4,762-85.1% |
| Participant deferral / active EE | $1,536 | $4,958-69.0% | $4,371-64.9% | $5,983-74.3% |
| Admin fee / account holder | $3,872 | $7,248-46.6% | $5,948-34.9% | $11,250-65.6% |