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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 | $6,671 | $176,120-96.2% | $159,487-95.8% | $167,553-96.0% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 27.03% | 331.95%-304.9pp | 263.71%-236.7pp | 478.89%-451.9pp |
| Employer contribution / active EE | $223 | $5,299-95.8% | $4,831-95.4% | $4,840-95.4% |
| Participant deferral / active EE | $2,661 | $7,752-65.7% | $7,354-63.8% | $6,343-58.0% |
| Admin fee / account holder | $870 | $12,561-93.1% | $10,804-91.9% | $12,316-92.9% |