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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 | $19,555 | $198,457-90.1% | $170,435-88.5% | $147,586-86.7% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 19.05% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.5pp |
| Employer contribution / active EE | $756 | $6,183-87.8% | $5,432-86.1% | $4,876-84.5% |
| Participant deferral / active EE | $2,419 | $5,629-57.0% | $4,939-51.0% | $5,439-55.5% |
| Admin fee / account holder | $482 | $16,852-97.1% | $13,881-96.5% | $10,886-95.6% |