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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 | $15,806 | $100,060-84.2% | $149,721-89.4% | $70,126-77.5% |
| Participation rate | 58.5% | 83.6%-25.1pp | 87.1%-28.6pp | 69.5%-11.0pp |
| Annual return | 17.88% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $686 | $3,661-81.3% | $5,444-87.4% | $2,343-70.7% |
| Participant deferral / active EE | $2,659 | $4,982-46.6% | $6,568-59.5% | $3,332-20.2% |
| Admin fee / account holder | $349 | $8,285-95.8% | $11,282-96.9% | $4,645-92.5% |