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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 | $22,064 | $135,956-83.8% | $123,894-82.2% | $273,972-91.9% |
| Participation rate | 45.0% | 84.1%-39.1pp | 81.4%-36.4pp | 83.0%-38.0pp |
| Annual return | 296.79% | 56.63%+240.2pp | 47.52%+249.3pp | 41.46%+255.3pp |
| Employer contribution / active EE | $14 | $5,170-99.7% | $4,617-99.7% | $4,869-99.7% |
| Participant deferral / active EE | $6,150 | $6,343-3.0% | $5,984+2.8% | $5,287+16.3% |
| Admin fee / account holder | $954 | $9,817-90.3% | $8,357-88.6% | $10,133-90.6% |