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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 | $4,762 | $211,224-97.7% | $178,505-97.3% | $145,897-96.7% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 8.99% | 30.28%-21.3pp | 27.16%-18.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $444 | $4,577-90.3% | $3,955-88.8% | $4,663-90.5% |
| Participant deferral / active EE | $1,344 | $6,966-80.7% | $6,280-78.6% | $6,689-79.9% |
| Admin fee / account holder | $907 | $12,109-92.5% | $10,428-91.3% | $13,390-93.2% |