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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 | $31,575 | $196,972-84.0% | $182,262-82.7% | $198,609-84.1% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 10.39% | 158.27%-147.9pp | 140.60%-130.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,369 | $5,364-74.5% | $5,046-72.9% | $5,055-72.9% |
| Participant deferral / active EE | $10,618 | $8,643+22.9% | $8,276+28.3% | $6,977+52.2% |
| Admin fee / account holder | $12,530 | $18,429-32.0% | $16,712-25.0% | $19,030-34.2% |