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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 | $22,441 | $198,457-88.7% | $170,435-86.8% | $147,586-84.8% |
| Participation rate | 47.1% | 88.0%-40.9pp | 83.6%-36.5pp | 82.8%-35.8pp |
| Annual return | 10.33% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $932 | $6,183-84.9% | $5,432-82.8% | $4,876-80.9% |
| Participant deferral / active EE | $2,019 | $5,629-64.1% | $4,939-59.1% | $5,439-62.9% |
| Admin fee / account holder | $21,489 | $16,852+27.5% | $13,881+54.8% | $10,886+97.4% |