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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 | $14,651 | $150,447-90.3% | $136,298-89.3% | $147,586-90.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 21.04% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $450 | $5,256-91.4% | $4,696-90.4% | $4,876-90.8% |
| Participant deferral / active EE | $4,176 | $6,631-37.0% | $6,247-33.2% | $5,439-23.2% |
| Admin fee / account holder | $555 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |