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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 | $15,083 | $198,461-92.4% | $170,436-91.2% | $147,585-89.8% |
| Participation rate | 26.7% | 88.0%-61.3pp | 83.6%-56.9pp | 82.8%-56.2pp |
| Annual return | 18.15% | 257.30%-239.2pp | 205.94%-187.8pp | 578.57%-560.4pp |
| Employer contribution / active EE | $757 | $6,184-87.8% | $5,433-86.1% | $4,876-84.5% |
| Participant deferral / active EE | $2,012 | $5,629-64.3% | $4,939-59.3% | $5,439-63.0% |
| Admin fee / account holder | $1,803 | $16,852-89.3% | $13,880-87.0% | $10,885-83.4% |