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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 | $11,034 | $180,462-93.9% | $154,111-92.8% | $135,379-91.8% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | 0.48% | 888.17%-887.7pp | 735.18%-734.7pp | 519.79%-519.3pp |
| Employer contribution / active EE | $787 | $6,036-87.0% | $5,298-85.1% | $4,779-83.5% |
| Participant deferral / active EE | $4,234 | $5,806-27.1% | $5,081-16.7% | $5,609-24.5% |
| Admin fee / account holder | $139,490 | $16,145+764.0% | $13,411+940.1% | $10,828+1188.2% |