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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 | $9,894 | $148,582-93.3% | $135,942-92.7% | $139,456-92.9% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 62.44% | 79.26%-16.8pp | 68.28%-5.8pp | 373.45%-311.0pp |
| Employer contribution / active EE | $229 | $5,245-95.6% | $4,858-95.3% | $4,753-95.2% |
| Participant deferral / active EE | $3,071 | $8,101-62.1% | $7,759-60.4% | $6,711-54.2% |
| Admin fee / account holder | $1,203 | $12,402-90.3% | $10,764-88.8% | $11,407-89.5% |