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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 | $9,655 | $181,062-94.7% | $158,223-93.9% | $155,188-93.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 10.74% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $885 | $4,565-80.6% | $4,109-78.5% | $4,248-79.2% |
| Participant deferral / active EE | $1,977 | $6,134-67.8% | $5,467-63.8% | $6,531-69.7% |
| Admin fee / account holder | $3,354 | $18,825-82.2% | $16,047-79.1% | $14,480-76.8% |