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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 | $30,588 | $202,342-84.9% | $172,753-82.3% | $152,909-80.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 24.78% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,088 | $5,857-81.4% | $5,144-78.9% | $4,764-77.2% |
| Participant deferral / active EE | $4,715 | $5,948-20.7% | $5,198-9.3% | $5,851-19.4% |
| Admin fee / account holder | $3,472 | $17,112-79.7% | $13,956-75.1% | $11,601-70.1% |