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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 | $8,567 | $183,592-95.3% | $155,574-94.5% | $145,877-94.1% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.6pp | 80.3%-10.7pp |
| Annual return | 13.42% | 61.37%-48.0pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,200 | $6,466-66.0% | $5,629-60.9% | $6,691-67.1% |
| Admin fee / account holder | $2,527 | $19,316-86.9% | $15,914-84.1% | $13,402-81.1% |