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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 | $15,258 | $175,231-91.3% | $149,696-89.8% | $139,466-89.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 18.63% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $636 | $5,478-88.4% | $4,821-86.8% | $4,754-86.6% |
| Participant deferral / active EE | $2,180 | $6,521-66.6% | $5,682-61.6% | $6,712-67.5% |
| Admin fee / account holder | $4,017 | $16,155-75.1% | $13,212-69.6% | $11,409-64.8% |