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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 | $22,442 | $150,447-85.1% | $136,298-83.5% | $147,586-84.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 18.67% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $157 | $5,256-97.0% | $4,696-96.7% | $4,876-96.8% |
| Participant deferral / active EE | $3,496 | $6,631-47.3% | $6,247-44.0% | $5,439-35.7% |
| Admin fee / account holder | $1,458 | $10,906-86.6% | $9,244-84.2% | $10,886-86.6% |