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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 | $19,221 | $234,190-91.8% | $180,320-89.3% | $198,609-90.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 3.97% | 1057.44%-1053.5pp | 778.54%-774.6pp | 202.70%-198.7pp |
| Employer contribution / active EE | $123 | $5,258-97.7% | $4,108-97.0% | $5,055-97.6% |
| Participant deferral / active EE | $1,768 | $4,988-64.6% | $4,304-58.9% | $6,977-74.7% |
| Admin fee / account holder | $771 | $12,558-93.9% | $10,000-92.3% | $19,030-95.9% |