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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 | $16,811 | $202,342-91.7% | $172,753-90.3% | $152,909-89.0% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 23.37% | 1029.88%-1006.5pp | 803.00%-779.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $917 | $5,857-84.3% | $5,144-82.2% | $4,764-80.7% |
| Participant deferral / active EE | $5,450 | $5,948-8.4% | $5,198+4.9% | $5,851-6.9% |
| Admin fee / account holder | $333 | $17,112-98.1% | $13,956-97.6% | $11,601-97.1% |