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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 | $8,797 | $185,856-95.3% | $170,028-94.8% | $139,456-93.7% |
| Participation rate | 22.2% | 87.8%-65.5pp | 87.0%-64.8pp | 80.3%-58.1pp |
| Annual return | 15.66% | 60.52%-44.9pp | 53.39%-37.7pp | 373.45%-357.8pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,220 | $11,623-37.9% | $10,409-30.6% | $6,711+7.6% |
| Admin fee / account holder | $22,182 | $15,387+44.2% | $12,820+73.0% | $11,407+94.5% |