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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 | $29,164 | $198,457-85.3% | $170,435-82.9% | $147,586-80.2% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 15.65% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,375 | $5,629+13.3% | $4,939+29.1% | $5,439+17.2% |
| Admin fee / account holder | $17,106 | $16,852+1.5% | $13,881+23.2% | $10,886+57.1% |