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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 | $11,677 | $202,342-94.2% | $172,753-93.2% | $152,909-92.4% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.5%-52.5pp |
| Annual return | 15.94% | 1029.88%-1013.9pp | 803.00%-787.1pp | 345.46%-329.5pp |
| Employer contribution / active EE | $517 | $5,857-91.2% | $5,144-89.9% | $4,764-89.1% |
| Participant deferral / active EE | $2,500 | $5,948-58.0% | $5,198-51.9% | $5,851-57.3% |
| Admin fee / account holder | $8,429 | $17,112-50.7% | $13,956-39.6% | $11,601-27.3% |