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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 | $10,079 | $102,635-90.2% | $86,209-88.3% | $139,456-92.8% |
| Participation rate | 53.8% | 74.5%-20.7pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 12.48% | 1923.53%-1911.0pp | 1169.05%-1156.6pp | 373.45%-361.0pp |
| Employer contribution / active EE | $364 | $3,034-88.0% | $2,381-84.7% | $4,753-92.3% |
| Participant deferral / active EE | $1,419 | $4,677-69.7% | $3,986-64.4% | $6,711-78.9% |
| Admin fee / account holder | $3,794 | $8,661-56.2% | $6,853-44.6% | $11,407-66.7% |