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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 | $14,496 | $209,425-93.1% | $178,499-91.9% | $158,966-90.9% |
| Participation rate | 43.5% | 86.4%-42.9pp | 81.9%-38.5pp | 82.0%-38.5pp |
| Annual return | 17.46% | 188.80%-171.3pp | 151.10%-133.6pp | 302.95%-285.5pp |
| Employer contribution / active EE | $507 | $5,707-91.1% | $5,011-89.9% | $4,762-89.3% |
| Participant deferral / active EE | $2,046 | $5,955-65.7% | $5,202-60.7% | $5,983-65.8% |
| Admin fee / account holder | $1,289 | $17,078-92.5% | $13,986-90.8% | $11,250-88.5% |