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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 | $9,545 | $160,070-94.0% | $147,117-93.5% | $145,897-93.5% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 10.13% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $800 | $5,285-84.9% | $4,932-83.8% | $4,663-82.8% |
| Participant deferral / active EE | $2,794 | $8,419-66.8% | $8,065-65.4% | $6,689-58.2% |
| Admin fee / account holder | $1,390 | $15,035-90.8% | $12,993-89.3% | $13,390-89.6% |