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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 | $20,290 | $150,447-86.5% | $136,298-85.1% | $147,586-86.3% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 13.01% | 1049.15%-1036.1pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $824 | $5,256-84.3% | $4,696-82.4% | $4,876-83.1% |
| Participant deferral / active EE | $3,253 | $6,631-50.9% | $6,247-47.9% | $5,439-40.2% |
| Admin fee / account holder | $42,685 | $10,906+291.4% | $9,244+361.8% | $10,886+292.1% |