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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 | $4,025 | $202,460-98.0% | $169,385-97.6% | $139,456-97.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 11.55% | 532.07%-520.5pp | 405.82%-394.3pp | 373.45%-361.9pp |
| Employer contribution / active EE | $55 | $4,691-98.8% | $4,012-98.6% | $4,753-98.8% |
| Participant deferral / active EE | $1,380 | $6,938-80.1% | $6,221-77.8% | $6,711-79.4% |
| Admin fee / account holder | $435 | $10,719-95.9% | $9,011-95.2% | $11,407-96.2% |