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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 | $24,899 | $183,988-86.5% | $162,177-84.6% | $152,897-83.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 13.45% | 150.79%-137.3pp | 115.60%-102.2pp | 345.43%-332.0pp |
| Employer contribution / active EE | $920 | $6,370-85.6% | $5,613-83.6% | $4,764-80.7% |
| Participant deferral / active EE | $3,702 | $8,032-53.9% | $7,297-49.3% | $5,851-36.7% |
| Admin fee / account holder | $93,105 | $13,123+609.5% | $10,843+758.6% | $11,599+702.7% |