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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 | $22,691 | $150,442-84.9% | $136,295-83.4% | $147,585-84.6% |
| Participation rate | 38.5% | 84.4%-46.0pp | 81.9%-43.5pp | 82.8%-44.4pp |
| Annual return | 16.59% | 1049.09%-1032.5pp | 5155.97%-5139.4pp | 578.56%-562.0pp |
| Employer contribution / active EE | $325 | $5,256-93.8% | $4,695-93.1% | $4,876-93.3% |
| Participant deferral / active EE | $5,568 | $6,630-16.0% | $6,247-10.9% | $5,439+2.4% |
| Admin fee / account holder | $1,807 | $10,905-83.4% | $9,243-80.4% | $10,885-83.4% |