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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 | $12,789 | $129,737-90.1% | $119,126-89.3% | $154,746-91.7% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 10.72% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $5 | $4,375-99.9% | $4,034-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $2,354 | $5,842-59.7% | $5,318-55.7% | $6,730-65.0% |
| Admin fee / account holder | $2,643 | $11,961-77.9% | $10,693-75.3% | $14,365-81.6% |