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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 | $15,379 | $150,442-89.8% | $136,295-88.7% | $147,585-89.6% |
| Participation rate | 35.3% | 84.4%-49.1pp | 81.9%-46.6pp | 82.8%-47.5pp |
| Annual return | 30.24% | 1049.09%-1018.9pp | 5155.97%-5125.7pp | 578.56%-548.3pp |
| Employer contribution / active EE | $297 | $5,256-94.4% | $4,695-93.7% | $4,876-93.9% |
| Participant deferral / active EE | $2,233 | $6,630-66.3% | $6,247-64.3% | $5,439-58.9% |
| Admin fee / account holder | $779 | $10,905-92.9% | $9,243-91.6% | $10,885-92.8% |