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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 | $7,366 | $111,814-93.4% | $93,654-92.1% | $145,959-95.0% |
| Participation rate | 20.8% | 74.2%-53.4pp | 68.7%-47.9pp | 80.3%-59.5pp |
| Annual return | 11.73% | 203.30%-191.6pp | 133.34%-121.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $234 | $3,092-92.4% | $2,421-90.3% | $4,661-95.0% |
| Participant deferral / active EE | $1,630 | $4,914-66.8% | $4,413-63.1% | $6,689-75.6% |
| Admin fee / account holder | $706 | $10,246-93.1% | $8,282-91.5% | $13,398-94.7% |