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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 | $16,918 | $202,345-91.6% | $172,755-90.2% | $152,885-88.9% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 20.11% | 1029.77%-1009.7pp | 802.94%-782.8pp | 345.39%-325.3pp |
| Employer contribution / active EE | $854 | $5,858-85.4% | $5,144-83.4% | $4,763-82.1% |
| Participant deferral / active EE | $2,430 | $5,948-59.2% | $5,198-53.3% | $5,851-58.5% |
| Admin fee / account holder | $3,272 | $17,111-80.9% | $13,955-76.5% | $11,598-71.8% |