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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 | $13,083 | $150,447-91.3% | $136,298-90.4% | $147,586-91.1% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 45.67% | 1049.15%-1003.5pp | 5156.27%-5110.6pp | 578.59%-532.9pp |
| Employer contribution / active EE | $599 | $5,256-88.6% | $4,696-87.3% | $4,876-87.7% |
| Participant deferral / active EE | $2,630 | $6,631-60.3% | $6,247-57.9% | $5,439-51.6% |
| Admin fee / account holder | $1,513 | $10,906-86.1% | $9,244-83.6% | $10,886-86.1% |