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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 | $25,087 | $202,342-87.6% | $172,752-85.5% | $152,897-83.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 24.58% | 1029.83%-1005.2pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $829 | $5,858-85.8% | $5,144-83.9% | $4,764-82.6% |
| Participant deferral / active EE | $2,445 | $5,948-58.9% | $5,198-53.0% | $5,851-58.2% |
| Admin fee / account holder | $450 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |