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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 | $5,598 | $165,361-96.6% | $149,715-96.3% | $158,950-96.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.73% | 348.24%-324.5pp | 276.66%-252.9pp | 302.91%-279.2pp |
| Employer contribution / active EE | $186 | $5,103-96.4% | $4,645-96.0% | $4,762-96.1% |
| Participant deferral / active EE | $2,595 | $7,182-63.9% | $6,842-62.1% | $5,983-56.6% |
| Admin fee / account holder | $604 | $10,808-94.4% | $9,310-93.5% | $11,248-94.6% |