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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 | $17,605 | $171,867-89.8% | $149,716-88.2% | $147,585-88.1% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 19.59% | 2113.36%-2093.8pp | 1501.67%-1482.1pp | 578.58%-559.0pp |
| Employer contribution / active EE | $743 | $6,275-88.2% | $5,444-86.4% | $4,876-84.8% |
| Participant deferral / active EE | $4,012 | $7,270-44.8% | $6,568-38.9% | $5,439-26.2% |
| Admin fee / account holder | $600 | $13,799-95.7% | $11,282-94.7% | $10,886-94.5% |