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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 | $27,252 | $202,342-86.5% | $172,752-84.2% | $152,897-82.2% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 17.42% | 1029.83%-1012.4pp | 802.97%-785.6pp | 345.43%-328.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,827 | $5,948-52.5% | $5,198-45.6% | $5,851-51.7% |
| Admin fee / account holder | $6,644 | $17,111-61.2% | $13,955-52.4% | $11,599-42.7% |