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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 | $27,378 | $209,428-86.9% | $178,498-84.7% | $158,950-82.8% |
| Participation rate | 30.0% | 86.4%-56.4pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 12.07% | 188.78%-176.7pp | 151.09%-139.0pp | 302.91%-290.8pp |
| Employer contribution / active EE | $906 | $5,707-84.1% | $5,011-81.9% | $4,762-81.0% |
| Participant deferral / active EE | $2,182 | $5,955-63.4% | $5,202-58.1% | $5,983-63.5% |
| Admin fee / account holder | $6,955 | $17,077-59.3% | $13,985-50.3% | $11,248-38.2% |