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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 | $29,364 | $202,342-85.5% | $172,752-83.0% | $152,897-80.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 27.21% | 1029.83%-1002.6pp | 802.97%-775.8pp | 345.43%-318.2pp |
| Employer contribution / active EE | $1,091 | $5,858-81.4% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $5,130 | $5,948-13.8% | $5,198-1.3% | $5,851-12.3% |
| Admin fee / account holder | $2,007 | $17,111-88.3% | $13,955-85.6% | $11,599-82.7% |