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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 | $9,267 | $172,111-94.6% | $150,298-93.8% | $137,256-93.2% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 25.14% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,778 | $6,166-54.9% | $5,453-49.0% | $6,407-56.6% |
| Admin fee / account holder | $549 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |