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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 | $11,851 | $90,590-86.9% | $90,782-86.9% | $135,379-91.2% |
| Participation rate | 65.0% | 83.7%-18.7pp | 82.7%-17.7pp | 82.6%-17.6pp |
| Annual return | 1369.27% | -3.40%+1372.7pp | -3.42%+1372.7pp | 519.79%+849.5pp |
| Employer contribution / active EE | $449 | $4,352-89.7% | $4,105-89.1% | $4,779-90.6% |
| Participant deferral / active EE | $1,925 | $5,407-64.4% | $5,366-64.1% | $5,609-65.7% |
| Admin fee / account holder | $4,656 | $7,683-39.4% | $5,908-21.2% | $10,828-57.0% |