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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 | $10,404 | $112,933-90.8% | $90,970-88.6% | $158,982-93.5% |
| Participation rate | 29.2% | 74.7%-45.6pp | 69.0%-39.8pp | 82.0%-52.8pp |
| Annual return | 23.47% | 215.82%-192.3pp | 134.60%-111.1pp | 302.99%-279.5pp |
| Employer contribution / active EE | $50 | $2,893-98.3% | $2,122-97.6% | $4,763-98.9% |
| Participant deferral / active EE | $1,009 | $4,128-75.6% | $3,373-70.1% | $5,983-83.1% |
| Admin fee / account holder | $1,070 | $8,047-86.7% | $5,961-82.1% | $11,252-90.5% |