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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 | $30,772 | $197,603-84.4% | $177,827-82.7% | $158,950-80.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 17.10% | 58.76%-41.7pp | 48.32%-31.2pp | 302.91%-285.8pp |
| Employer contribution / active EE | $1,096 | $6,698-83.6% | $5,918-81.5% | $4,762-77.0% |
| Participant deferral / active EE | $5,732 | $8,404-31.8% | $7,713-25.7% | $5,983-4.2% |
| Admin fee / account holder | $1,157 | $15,402-92.5% | $12,429-90.7% | $11,248-89.7% |