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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 | $24,568 | $202,342-87.9% | $172,753-85.8% | $152,909-83.9% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 18.03% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $733 | $5,857-87.5% | $5,144-85.7% | $4,764-84.6% |
| Participant deferral / active EE | $4,647 | $5,948-21.9% | $5,198-10.6% | $5,851-20.6% |
| Admin fee / account holder | $8,516 | $17,112-50.2% | $13,956-39.0% | $11,601-26.6% |