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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 | $2,957 | $183,539-98.4% | $155,556-98.1% | $145,897-98.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.63% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $370 | $5,315-93.0% | $4,675-92.1% | $4,663-92.1% |
| Participant deferral / active EE | $3,336 | $6,467-48.4% | $5,631-40.7% | $6,689-50.1% |
| Admin fee / account holder | $17,961 | $19,275-6.8% | $15,885+13.1% | $13,390+34.1% |