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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 | $20,402 | $105,198-80.6% | $159,455-87.2% | $85,856-76.2% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.8%-15.4pp | 69.3%-1.9pp |
| Annual return | 13.54% | 45.08%-31.5pp | 263.63%-250.1pp | 318.58%-305.0pp |
| Employer contribution / active EE | $315 | $3,319-90.5% | $4,830-93.5% | $2,565-87.7% |
| Participant deferral / active EE | $2,886 | $5,946-51.5% | $7,353-60.7% | $3,952-27.0% |
| Admin fee / account holder | $2,707 | $6,934-61.0% | $10,800-74.9% | $6,261-56.8% |