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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 | $14,340 | $202,342-92.9% | $172,752-91.7% | $152,897-90.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 17.45% | 1029.83%-1012.4pp | 802.97%-785.5pp | 345.43%-328.0pp |
| Employer contribution / active EE | $400 | $5,858-93.2% | $5,144-92.2% | $4,764-91.6% |
| Participant deferral / active EE | $2,926 | $5,948-50.8% | $5,198-43.7% | $5,851-50.0% |
| Admin fee / account holder | $3,739 | $17,111-78.1% | $13,955-73.2% | $11,599-67.8% |