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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 | $23,524 | $202,345-88.4% | $172,755-86.4% | $152,885-84.6% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.5%-52.5pp |
| Annual return | 17.63% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.8pp |
| Employer contribution / active EE | $617 | $5,858-89.5% | $5,144-88.0% | $4,763-87.0% |
| Participant deferral / active EE | $2,306 | $5,948-61.2% | $5,198-55.6% | $5,851-60.6% |
| Admin fee / account holder | $1,078 | $17,111-93.7% | $13,955-92.3% | $11,598-90.7% |