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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 | $7,023 | $106,003-93.4% | $92,236-92.4% | $147,585-95.2% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 16.24% | 50.05%-33.8pp | 176.29%-160.1pp | 578.57%-562.3pp |
| Employer contribution / active EE | $616 | $4,333-85.8% | $3,679-83.3% | $4,876-87.4% |
| Participant deferral / active EE | $1,578 | $4,478-64.8% | $3,897-59.5% | $5,439-71.0% |
| Admin fee / account holder | $372 | $6,333-94.1% | $5,194-92.8% | $10,885-96.6% |