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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 | $12,831 | $150,447-91.5% | $136,298-90.6% | $147,586-91.3% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 27.88% | 1049.15%-1021.3pp | 5156.27%-5128.4pp | 578.59%-550.7pp |
| Employer contribution / active EE | $854 | $5,256-83.7% | $4,696-81.8% | $4,876-82.5% |
| Participant deferral / active EE | $2,521 | $6,631-62.0% | $6,247-59.6% | $5,439-53.6% |
| Admin fee / account holder | $366 | $10,906-96.6% | $9,244-96.0% | $10,886-96.6% |