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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 | $8,724 | $234,190-96.3% | $180,320-95.2% | $198,609-95.6% |
| Participation rate | 33.3% | 77.1%-43.8pp | 71.5%-38.2pp | 82.4%-49.0pp |
| Annual return | 18.80% | 1057.44%-1038.6pp | 778.54%-759.7pp | 202.70%-183.9pp |
| Employer contribution / active EE | $309 | $5,258-94.1% | $4,108-92.5% | $5,055-93.9% |
| Participant deferral / active EE | $1,103 | $4,988-77.9% | $4,304-74.4% | $6,977-84.2% |
| Admin fee / account holder | $3,256 | $12,558-74.1% | $10,000-67.4% | $19,030-82.9% |