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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 | $29,977 | $202,342-85.2% | $172,753-82.6% | $152,909-80.4% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 19.13% | 1029.88%-1010.7pp | 803.00%-783.9pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,136 | $5,948-64.1% | $5,198-58.9% | $5,851-63.5% |
| Admin fee / account holder | $22,899 | $17,112+33.8% | $13,956+64.1% | $11,601+97.4% |