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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 | $19,402 | $198,457-90.2% | $170,435-88.6% | $147,586-86.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 14.37% | 257.30%-242.9pp | 205.94%-191.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $964 | $6,183-84.4% | $5,432-82.2% | $4,876-80.2% |
| Participant deferral / active EE | $4,131 | $5,629-26.6% | $4,939-16.4% | $5,439-24.0% |
| Admin fee / account holder | $43,174 | $16,852+156.2% | $13,881+211.0% | $10,886+296.6% |