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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 | $129,737-88.9% | $119,126-88.0% | $154,746-90.7% |
| Participation rate | 57.9% | 78.9%-21.0pp | 75.8%-17.9pp | 80.7%-22.8pp |
| Annual return | 72.86% | 379.08%-306.2pp | 282.11%-209.2pp | 172.34%-99.5pp |
| Employer contribution / active EE | $348 | $4,375-92.0% | $4,034-91.4% | $4,379-92.1% |
| Participant deferral / active EE | $2,677 | $5,842-54.2% | $5,318-49.7% | $6,730-60.2% |
| Admin fee / account holder | $1,179 | $11,961-90.1% | $10,693-89.0% | $14,365-91.8% |