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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 | $772 | $88,754-99.1% | $81,820-99.1% | $145,877-99.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 10.10% | 1031.77%-1021.7pp | 777.93%-767.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $288 | $3,085-90.7% | $2,915-90.1% | $4,663-93.8% |
| Participant deferral / active EE | $887 | $4,648-80.9% | $4,323-79.5% | $6,691-86.7% |
| Admin fee / account holder | $10,442 | $8,424+24.0% | $7,391+41.3% | $13,402-22.1% |