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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 | $30,732 | $197,637-84.5% | $177,848-82.7% | $158,982-80.7% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 29.29% | 58.77%-29.5pp | 48.33%-19.0pp | 302.99%-273.7pp |
| Employer contribution / active EE | $1,338 | $6,698-80.0% | $5,919-77.4% | $4,763-71.9% |
| Participant deferral / active EE | $6,097 | $8,405-27.5% | $7,714-21.0% | $5,983+1.9% |
| Admin fee / account holder | $901 | $15,406-94.2% | $12,431-92.8% | $11,252-92.0% |