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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 | $7,813 | $159,934-95.1% | $147,005-94.7% | $145,959-94.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.61% | 98.24%-77.6pp | 418.76%-398.2pp | 561.95%-541.3pp |
| Employer contribution / active EE | $931 | $5,287-82.4% | $4,934-81.1% | $4,661-80.0% |
| Participant deferral / active EE | $4,927 | $8,427-41.5% | $8,070-38.9% | $6,689-26.3% |
| Admin fee / account holder | $38,530 | $15,053+156.0% | $13,006+196.2% | $13,398+187.6% |