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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 | $11,235 | $106,008-89.4% | $92,240-87.8% | $147,586-92.4% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 40.66% | 50.05%-9.4pp | 176.29%-135.6pp | 578.59%-537.9pp |
| Employer contribution / active EE | $578 | $4,333-86.7% | $3,680-84.3% | $4,876-88.2% |
| Participant deferral / active EE | $1,398 | $4,478-68.8% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $1,217 | $6,333-80.8% | $5,194-76.6% | $10,886-88.8% |