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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 | $14,464 | $103,387-86.0% | $87,102-83.4% | $152,885-90.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 337.33% | 28.10%+309.2pp | 28.19%+309.1pp | 345.39%-8.1pp |
| Employer contribution / active EE | $412 | $3,221-87.2% | $2,521-83.7% | $4,763-91.3% |
| Participant deferral / active EE | $3,118 | $4,778-34.7% | $4,048-23.0% | $5,851-46.7% |
| Admin fee / account holder | $311 | $12,193-97.4% | $7,491-95.8% | $11,598-97.3% |