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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 | $53,114 | $254,759-79.2% | $216,567-75.5% | $198,609-73.3% |
| Participation rate | 62.5% | 84.5%-22.0pp | 81.6%-19.1pp | 82.4%-19.9pp |
| Annual return | 14.82% | 10.04%+4.8pp | 12.94%+1.9pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,203 | $6,096-80.3% | $5,216-76.9% | $5,055-76.2% |
| Participant deferral / active EE | $2,801 | $6,948-59.7% | $6,191-54.8% | $6,977-59.9% |
| Admin fee / account holder | $573 | $26,311-97.8% | $21,981-97.4% | $19,030-97.0% |