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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 | $9,061 | $180,749-95.0% | $160,784-94.4% | $137,256-93.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.83% | 2234.46%-2218.6pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $30 | $4,155-99.3% | $3,733-99.2% | $4,156-99.3% |
| Participant deferral / active EE | $1,500 | $6,844-78.1% | $6,293-76.2% | $6,407-76.6% |
| Admin fee / account holder | $2,006 | $10,397-80.7% | $9,717-79.4% | $12,270-83.7% |