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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 | $15,685 | $150,447-89.6% | $136,298-88.5% | $147,586-89.4% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 16.45% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $685 | $5,256-87.0% | $4,696-85.4% | $4,876-86.0% |
| Participant deferral / active EE | $2,481 | $6,631-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $593 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |