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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 | $20,734 | $101,672-79.6% | $147,117-85.9% | $74,478-72.2% |
| Participation rate | 59.5% | 75.5%-16.1pp | 82.2%-22.7pp | 67.2%-7.8pp |
| Annual return | 34.51% | 8757.83%-8723.3pp | 420.54%-386.0pp | 1370.56%-1336.1pp |
| Employer contribution / active EE | $875 | $3,813-77.0% | $4,932-82.3% | $2,626-66.7% |
| Participant deferral / active EE | $3,556 | $7,305-51.3% | $8,065-55.9% | $4,350-18.2% |
| Admin fee / account holder | $1,450 | $1,753-17.3% | $12,993-88.8% | $1,946-25.5% |