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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 | $24,446 | $100,033-75.6% | $149,716-83.7% | $70,124-65.1% |
| Participation rate | 52.5% | 83.6%-31.1pp | 87.1%-34.6pp | 69.5%-17.0pp |
| Annual return | 24.85% | 27.43%-2.6pp | 1501.67%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $986 | $3,661-73.1% | $5,444-81.9% | $2,342-57.9% |
| Participant deferral / active EE | $3,739 | $4,982-25.0% | $6,568-43.1% | $3,332+12.2% |
| Admin fee / account holder | $617 | $8,285-92.6% | $11,282-94.5% | $4,645-86.7% |