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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 | $5,585 | $169,336-96.7% | $129,384-95.7% | $145,884-96.2% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 13.96% | 14408.70%-14394.7pp | 9461.77%-9447.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $153 | $5,540-97.2% | $4,153-96.3% | $4,662-96.7% |
| Participant deferral / active EE | $622 | $4,985-87.5% | $4,166-85.1% | $6,690-90.7% |
| Admin fee / account holder | $1,130 | $9,912-88.6% | $7,686-85.3% | $13,392-91.6% |