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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 | $17,607 | $209,425-91.6% | $178,499-90.1% | $158,966-88.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 48.56% | 188.80%-140.2pp | 151.10%-102.5pp | 302.95%-254.4pp |
| Employer contribution / active EE | $1,036 | $5,707-81.8% | $5,011-79.3% | $4,762-78.2% |
| Participant deferral / active EE | $2,508 | $5,955-57.9% | $5,202-51.8% | $5,983-58.1% |
| Admin fee / account holder | $823 | $17,078-95.2% | $13,986-94.1% | $11,250-92.7% |