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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 | $2,554 | $198,457-98.7% | $170,435-98.5% | $147,586-98.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 24.51% | 257.30%-232.8pp | 205.94%-181.4pp | 578.59%-554.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,015 | $5,629-64.2% | $4,939-59.2% | $5,439-62.9% |
| Admin fee / account holder | $1,029 | $16,852-93.9% | $13,881-92.6% | $10,886-90.5% |