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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 | $7,546 | $154,228-95.1% | $145,433-94.8% | $137,256-94.5% |
| Participation rate | 65.2% | 83.8%-18.6pp | 82.1%-16.9pp | 80.0%-14.7pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,705 | $8,216-67.1% | $7,897-65.8% | $6,407-57.8% |
| Admin fee / account holder | $577 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |