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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 | $14,934 | $150,447-90.1% | $136,298-89.0% | $147,586-89.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.24% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.4pp |
| Employer contribution / active EE | $718 | $5,256-86.3% | $4,696-84.7% | $4,876-85.3% |
| Participant deferral / active EE | $2,934 | $6,631-55.8% | $6,247-53.0% | $5,439-46.1% |
| Admin fee / account holder | $1,170 | $10,906-89.3% | $9,244-87.3% | $10,886-89.2% |