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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 | $17,472 | $202,342-91.4% | $172,752-89.9% | $152,897-88.6% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 21.64% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $443 | $5,858-92.4% | $5,144-91.4% | $4,764-90.7% |
| Participant deferral / active EE | $2,959 | $5,948-50.3% | $5,198-43.1% | $5,851-49.4% |
| Admin fee / account holder | $334 | $17,111-98.0% | $13,955-97.6% | $11,599-97.1% |