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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 | $3,930 | $111,814-96.5% | $93,654-95.8% | $145,959-97.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 13.95% | 203.30%-189.3pp | 133.34%-119.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $141 | $3,092-95.4% | $2,421-94.2% | $4,661-97.0% |
| Participant deferral / active EE | $1,511 | $4,914-69.3% | $4,413-65.8% | $6,689-77.4% |
| Admin fee / account holder | $1,545 | $10,246-84.9% | $8,282-81.3% | $13,398-88.5% |