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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 | $15,774 | $150,447-89.5% | $136,298-88.4% | $147,586-89.3% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 14.74% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $475 | $5,256-91.0% | $4,696-89.9% | $4,876-90.3% |
| Participant deferral / active EE | $2,253 | $6,631-66.0% | $6,247-63.9% | $5,439-58.6% |
| Admin fee / account holder | $1,797 | $10,906-83.5% | $9,244-80.6% | $10,886-83.5% |