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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 | $30,572 | $202,342-84.9% | $172,752-82.3% | $152,897-80.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 24.27% | 1029.83%-1005.6pp | 802.97%-778.7pp | 345.43%-321.2pp |
| Employer contribution / active EE | $810 | $5,858-86.2% | $5,144-84.3% | $4,764-83.0% |
| Participant deferral / active EE | $5,013 | $5,948-15.7% | $5,198-3.6% | $5,851-14.3% |
| Admin fee / account holder | $559 | $17,111-96.7% | $13,955-96.0% | $11,599-95.2% |