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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 | $7,236 | $185,856-96.1% | $170,028-95.7% | $139,456-94.8% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 31.99% | 60.52%-28.5pp | 53.39%-21.4pp | 373.45%-341.5pp |
| Employer contribution / active EE | $215 | $7,593-97.2% | $6,788-96.8% | $4,753-95.5% |
| Participant deferral / active EE | $6,748 | $11,623-41.9% | $10,409-35.2% | $6,711+0.5% |
| Admin fee / account holder | $2,559 | $15,387-83.4% | $12,820-80.0% | $11,407-77.6% |