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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 | $26,047 | $223,823-88.4% | $211,142-87.7% | $154,746-83.2% |
| Participation rate | 61.1% | 87.9%-26.7pp | 87.3%-26.2pp | 80.7%-19.6pp |
| Annual return | 22.47% | 50.39%-27.9pp | 46.84%-24.4pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,268 | $6,787-81.3% | $6,442-80.3% | $4,379-71.0% |
| Participant deferral / active EE | $3,968 | $9,750-59.3% | $9,284-57.3% | $6,730-41.0% |
| Admin fee / account holder | $461 | $19,707-97.7% | $19,076-97.6% | $14,365-96.8% |