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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 | $16,977 | $150,447-88.7% | $136,298-87.5% | $147,586-88.5% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 17.89% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $795 | $5,256-84.9% | $4,696-83.1% | $4,876-83.7% |
| Participant deferral / active EE | $3,198 | $6,631-51.8% | $6,247-48.8% | $5,439-41.2% |
| Admin fee / account holder | $976 | $10,906-91.1% | $9,244-89.4% | $10,886-91.0% |