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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 | $19,011 | $202,326-90.6% | $172,745-89.0% | $152,870-87.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 21.80% | 1029.72%-1007.9pp | 802.90%-781.1pp | 345.34%-323.5pp |
| Employer contribution / active EE | $796 | $5,858-86.4% | $5,144-84.5% | $4,763-83.3% |
| Participant deferral / active EE | $2,853 | $5,948-52.0% | $5,197-45.1% | $5,850-51.2% |
| Admin fee / account holder | $18,523 | $17,110+8.3% | $13,954+32.7% | $11,597+59.7% |