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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 | $20,095 | $150,447-86.6% | $136,298-85.3% | $147,586-86.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 29.36% | 1049.15%-1019.8pp | 5156.27%-5126.9pp | 578.59%-549.2pp |
| Employer contribution / active EE | $836 | $5,256-84.1% | $4,696-82.2% | $4,876-82.9% |
| Participant deferral / active EE | $3,633 | $6,631-45.2% | $6,247-41.8% | $5,439-33.2% |
| Admin fee / account holder | $1,059 | $10,906-90.3% | $9,244-88.5% | $10,886-90.3% |