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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 | $29,482 | $209,425-85.9% | $178,499-83.5% | $158,966-81.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 17.18% | 188.80%-171.6pp | 151.10%-133.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,000 | $5,707-82.5% | $5,011-80.0% | $4,762-79.0% |
| Participant deferral / active EE | $3,244 | $5,955-45.5% | $5,202-37.6% | $5,983-45.8% |
| Admin fee / account holder | $1,244 | $17,078-92.7% | $13,986-91.1% | $11,250-88.9% |