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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 | $17,427 | $166,242-89.5% | $165,071-89.4% | $145,884-88.1% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 12.43% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $98 | $5,283-98.2% | $4,347-97.8% | $4,662-97.9% |
| Participant deferral / active EE | $2,324 | $6,964-66.6% | $6,035-61.5% | $6,690-65.3% |
| Admin fee / account holder | $1,660 | $16,658-90.0% | $12,695-86.9% | $13,392-87.6% |