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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 | $9,121 | $239,571-96.2% | $183,328-95.0% | $137,256-93.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 0.00% | 35.69%-35.7pp | 29.67%-29.7pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,258 | $7,995+15.8% | $6,795+36.2% | $6,407+44.5% |
| Admin fee / account holder | $631 | $30,059-97.9% | $21,427-97.1% | $12,270-94.9% |