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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 | $11,884 | $97,289-87.8% | $92,805-87.2% | $155,188-92.3% |
| Participation rate | 57.1% | 84.2%-27.0pp | 83.5%-26.4pp | 80.8%-23.7pp |
| Annual return | 375.06% | 29.03%+346.0pp | 31.59%+343.5pp | 148.84%+226.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,825 | $8,795-67.9% | $8,448-66.6% | $6,531-56.7% |
| Admin fee / account holder | $2,096 | $12,015-82.6% | $10,911-80.8% | $14,480-85.5% |