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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 | $15,929 | $202,342-92.1% | $172,752-90.8% | $152,897-89.6% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.5%-29.8pp |
| Annual return | 28.29% | 1029.83%-1001.5pp | 802.97%-774.7pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,130 | $5,858-80.7% | $5,144-78.0% | $4,764-76.3% |
| Participant deferral / active EE | $2,175 | $5,948-63.4% | $5,198-58.1% | $5,851-62.8% |
| Admin fee / account holder | $766 | $17,111-95.5% | $13,955-94.5% | $11,599-93.4% |