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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 | $31,853 | $171,867-81.5% | $149,721-78.7% | $147,586-78.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 13.15% | 2113.36%-2100.2pp | 1501.67%-1488.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,062 | $6,275-83.1% | $5,444-80.5% | $4,876-78.2% |
| Participant deferral / active EE | $4,593 | $7,270-36.8% | $6,568-30.1% | $5,439-15.5% |
| Admin fee / account holder | $1,472 | $13,799-89.3% | $11,282-87.0% | $10,886-86.5% |