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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 | $202,345-87.9% | $172,755-85.8% | $152,885-83.9% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 18.03% | 1029.77%-1011.7pp | 802.94%-784.9pp | 345.39%-327.4pp |
| Employer contribution / active EE | $733 | $5,858-87.5% | $5,144-85.7% | $4,763-84.6% |
| Participant deferral / active EE | $4,647 | $5,948-21.9% | $5,198-10.6% | $5,851-20.6% |
| Admin fee / account holder | $8,516 | $17,111-50.2% | $13,955-39.0% | $11,598-26.6% |