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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 | $18,713 | $157,296-88.1% | $141,191-86.7% | $152,897-87.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 11471.70% | 64.34%+11407.4pp | 71.41%+11400.3pp | 345.43%+11126.3pp |
| Employer contribution / active EE | $62 | $5,262-98.8% | $4,736-98.7% | $4,764-98.7% |
| Participant deferral / active EE | $3,938 | $7,111-44.6% | $6,710-41.3% | $5,851-32.7% |
| Admin fee / account holder | $471 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |