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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 | $23,331 | $202,342-88.5% | $172,753-86.5% | $152,909-84.7% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.5%-35.4pp |
| Annual return | 22.58% | 1029.88%-1007.3pp | 803.00%-780.4pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,049 | $5,857-82.1% | $5,144-79.6% | $4,764-78.0% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,851-40.2% |
| Admin fee / account holder | $970 | $17,112-94.3% | $13,956-93.0% | $11,601-91.6% |