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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 | $26,226 | $202,342-87.0% | $172,752-84.8% | $152,897-82.8% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 17.08% | 1029.83%-1012.7pp | 802.97%-785.9pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,333 | $5,948-44.0% | $5,198-35.9% | $5,851-43.0% |
| Admin fee / account holder | $1,031 | $17,111-94.0% | $13,955-92.6% | $11,599-91.1% |