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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 | $9,459 | $183,539-94.8% | $155,556-93.9% | $145,897-93.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.71% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $709 | $5,315-86.7% | $4,675-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $3,499 | $6,467-45.9% | $5,631-37.9% | $6,689-47.7% |
| Admin fee / account holder | $545 | $19,275-97.2% | $15,885-96.6% | $13,390-95.9% |