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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 | $183,592-98.4% | $155,574-98.1% | $145,877-98.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.63% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $370 | $5,317-93.0% | $4,676-92.1% | $4,663-92.1% |
| Participant deferral / active EE | $3,336 | $6,466-48.4% | $5,629-40.7% | $6,691-50.1% |
| Admin fee / account holder | $17,961 | $19,316-7.0% | $15,914+12.9% | $13,402+34.0% |