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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 | $35,312 | $171,492-79.4% | $150,734-76.6% | $198,609-82.2% |
| Participation rate | 68.8% | 81.4%-12.7pp | 78.4%-9.7pp | 82.4%-13.6pp |
| Annual return | 7.93% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $894 | $5,470-83.7% | $4,918-81.8% | $5,055-82.3% |
| Participant deferral / active EE | $2,586 | $6,259-58.7% | $5,610-53.9% | $6,977-62.9% |
| Admin fee / account holder | $22,955 | $17,628+30.2% | $14,905+54.0% | $19,030+20.6% |