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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 | $29,267 | $183,978-84.1% | $162,171-82.0% | $152,885-80.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 22.52% | 150.78%-128.3pp | 115.60%-93.1pp | 345.39%-322.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,918 | $8,033+23.5% | $7,297+35.9% | $5,851+69.5% |
| Admin fee / account holder | $26,899 | $13,122+105.0% | $10,843+148.1% | $11,598+131.9% |