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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 | $19,911 | $202,342-90.2% | $172,752-88.5% | $152,897-87.0% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 14.77% | 1029.83%-1015.1pp | 802.97%-788.2pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,057 | $5,858-82.0% | $5,144-79.5% | $4,764-77.8% |
| Participant deferral / active EE | $3,381 | $5,948-43.2% | $5,198-35.0% | $5,851-42.2% |
| Admin fee / account holder | $1,194 | $17,111-93.0% | $13,955-91.4% | $11,599-89.7% |