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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 | $13,258 | $202,342-93.4% | $172,752-92.3% | $152,897-91.3% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 16.80% | 1029.83%-1013.0pp | 802.97%-786.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $760 | $5,858-87.0% | $5,144-85.2% | $4,764-84.0% |
| Participant deferral / active EE | $2,248 | $5,948-62.2% | $5,198-56.7% | $5,851-61.6% |
| Admin fee / account holder | $6,134 | $17,111-64.2% | $13,955-56.0% | $11,599-47.1% |