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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 | $17,697 | $209,422-91.5% | $178,503-90.1% | $158,982-88.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.15% | 188.81%-169.7pp | 151.12%-132.0pp | 302.99%-283.8pp |
| Employer contribution / active EE | $723 | $5,707-87.3% | $5,011-85.6% | $4,763-84.8% |
| Participant deferral / active EE | $2,598 | $5,955-56.4% | $5,202-50.1% | $5,983-56.6% |
| Admin fee / account holder | $1,761 | $17,079-89.7% | $13,987-87.4% | $11,252-84.4% |