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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 | $30,302 | $171,492-82.3% | $150,734-79.9% | $198,609-84.7% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 18.01% | 804.70%-786.7pp | 600.81%-582.8pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,104 | $5,470-79.8% | $4,918-77.6% | $5,055-78.2% |
| Participant deferral / active EE | $3,553 | $6,259-43.2% | $5,610-36.7% | $6,977-49.1% |
| Admin fee / account holder | $1,042 | $17,628-94.1% | $14,905-93.0% | $19,030-94.5% |