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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 | $14,344 | $171,492-91.6% | $150,734-90.5% | $198,609-92.8% |
| Participation rate | 57.9% | 81.4%-23.5pp | 78.4%-20.5pp | 82.4%-24.5pp |
| Annual return | 72.86% | 804.70%-731.8pp | 600.81%-527.9pp | 202.70%-129.8pp |
| Employer contribution / active EE | $348 | $5,470-93.6% | $4,918-92.9% | $5,055-93.1% |
| Participant deferral / active EE | $2,677 | $6,259-57.2% | $5,610-52.3% | $6,977-61.6% |
| Admin fee / account holder | $1,179 | $17,628-93.3% | $14,905-92.1% | $19,030-93.8% |