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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 | $15,545 | $106,003-85.3% | $92,236-83.1% | $147,585-89.5% |
| Participation rate | 34.8% | 80.4%-45.6pp | 76.5%-41.7pp | 82.8%-48.0pp |
| Annual return | 49.45% | 50.05%-0.6pp | 176.29%-126.8pp | 578.57%-529.1pp |
| Employer contribution / active EE | $356 | $4,333-91.8% | $3,679-90.3% | $4,876-92.7% |
| Participant deferral / active EE | $2,469 | $4,478-44.9% | $3,897-36.6% | $5,439-54.6% |
| Admin fee / account holder | $402 | $6,333-93.7% | $5,194-92.3% | $10,885-96.3% |