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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 | $26,954 | $202,342-86.7% | $172,752-84.4% | $152,897-82.4% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 28.79% | 1029.83%-1001.0pp | 802.97%-774.2pp | 345.43%-316.6pp |
| Employer contribution / active EE | $725 | $5,858-87.6% | $5,144-85.9% | $4,764-84.8% |
| Participant deferral / active EE | $3,934 | $5,948-33.9% | $5,198-24.3% | $5,851-32.8% |
| Admin fee / account holder | $434 | $17,111-97.5% | $13,955-96.9% | $11,599-96.3% |