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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 | $10,334 | $75,832-86.4% | $147,617-93.0% | $59,633-82.7% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | 30.68% | 0.37%+30.3pp | 61.98%-31.3pp | 2041.45%-2010.8pp |
| Employer contribution / active EE | $236 | $3,485-93.2% | $5,564-95.8% | $2,203-89.3% |
| Participant deferral / active EE | $1,467 | $3,131-53.1% | $4,895-70.0% | $3,192-54.0% |
| Admin fee / account holder | $951 | $5,986-84.1% | $11,612-91.8% | $4,297-77.9% |