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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 | $906 | $148,623-99.4% | $135,974-99.3% | $139,466-99.4% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 51.48% | 79.30%-27.8pp | 68.30%-16.8pp | 373.66%-322.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,037 | $8,103-37.8% | $7,760-35.1% | $6,712-25.0% |
| Admin fee / account holder | $503 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |