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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 | $23,017 | $202,326-88.6% | $172,745-86.7% | $152,870-84.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 16.33% | 1029.72%-1013.4pp | 802.90%-786.6pp | 345.34%-329.0pp |
| Employer contribution / active EE | $953 | $5,858-83.7% | $5,144-81.5% | $4,763-80.0% |
| Participant deferral / active EE | $3,355 | $5,948-43.6% | $5,197-35.5% | $5,850-42.7% |
| Admin fee / account holder | $5,410 | $17,110-68.4% | $13,954-61.2% | $11,597-53.3% |