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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 | $20,276 | $157,304-87.1% | $141,197-85.6% | $152,909-86.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 29.88% | 64.34%-34.5pp | 71.41%-41.5pp | 345.46%-315.6pp |
| Employer contribution / active EE | $203 | $5,263-96.1% | $4,736-95.7% | $4,764-95.7% |
| Participant deferral / active EE | $3,633 | $7,111-48.9% | $6,710-45.9% | $5,851-37.9% |
| Admin fee / account holder | $455 | $12,126-96.2% | $10,265-95.6% | $11,601-96.1% |