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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 | $29,505 | $202,345-85.4% | $172,755-82.9% | $152,885-80.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 16.75% | 1029.77%-1013.0pp | 802.94%-786.2pp | 345.39%-328.6pp |
| Employer contribution / active EE | $730 | $5,858-87.5% | $5,144-85.8% | $4,763-84.7% |
| Participant deferral / active EE | $4,983 | $5,948-16.2% | $5,198-4.1% | $5,851-14.8% |
| Admin fee / account holder | $910 | $17,111-94.7% | $13,955-93.5% | $11,598-92.2% |