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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 | $19,812 | $150,447-86.8% | $136,298-85.5% | $147,586-86.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 11.24% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.4pp |
| Employer contribution / active EE | $380 | $5,256-92.8% | $4,696-91.9% | $4,876-92.2% |
| Participant deferral / active EE | $4,151 | $6,631-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $10,336 | $10,906-5.2% | $9,244+11.8% | $10,886-5.1% |