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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 | $14,827 | $171,867-91.4% | $149,721-90.1% | $147,586-90.0% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 18.11% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,198 | $6,275-80.9% | $5,444-78.0% | $4,876-75.4% |
| Participant deferral / active EE | $2,953 | $7,270-59.4% | $6,568-55.0% | $5,439-45.7% |
| Admin fee / account holder | $1,315 | $13,799-90.5% | $11,282-88.3% | $10,886-87.9% |