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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 | $11,320 | $80,812-86.0% | $160,784-93.0% | $82,448-86.3% |
| Participation rate | 61.2% | 66.2%-5.0pp | 77.0%-15.7pp | 68.1%-6.8pp |
| Annual return | 18.10% | 100.59%-82.5pp | 1803.92%-1785.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $312 | $2,174-85.7% | $3,733-91.6% | $2,551-87.8% |
| Participant deferral / active EE | $2,122 | $4,335-51.1% | $6,293-66.3% | $4,139-48.7% |
| Admin fee / account holder | $1,360 | $7,695-82.3% | $9,717-86.0% | $7,234-81.2% |