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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 | $17,903 | $183,988-90.3% | $162,177-89.0% | $152,897-88.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 36.63% | 150.79%-114.2pp | 115.60%-79.0pp | 345.43%-308.8pp |
| Employer contribution / active EE | $27 | $6,370-99.6% | $5,613-99.5% | $4,764-99.4% |
| Participant deferral / active EE | $3,597 | $8,032-55.2% | $7,297-50.7% | $5,851-38.5% |
| Admin fee / account holder | $459 | $13,123-96.5% | $10,843-95.8% | $11,599-96.0% |