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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 | $14,987 | $171,867-91.3% | $149,721-90.0% | $147,586-89.8% |
| Participation rate | 68.8% | 88.2%-19.4pp | 87.1%-18.3pp | 82.8%-14.1pp |
| Annual return | 20.18% | 2113.36%-2093.2pp | 1501.67%-1481.5pp | 578.59%-558.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,663 | $7,270-63.4% | $6,568-59.5% | $5,439-51.0% |
| Admin fee / account holder | $468 | $13,799-96.6% | $11,282-95.9% | $10,886-95.7% |