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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 | $15,565 | $202,345-92.3% | $172,755-91.0% | $152,885-89.8% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 20.19% | 1029.77%-1009.6pp | 802.94%-782.8pp | 345.39%-325.2pp |
| Employer contribution / active EE | $971 | $5,858-83.4% | $5,144-81.1% | $4,763-79.6% |
| Participant deferral / active EE | $4,382 | $5,948-26.3% | $5,198-15.7% | $5,851-25.1% |
| Admin fee / account holder | $926 | $17,111-94.6% | $13,955-93.4% | $11,598-92.0% |