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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 | $29,256 | $171,492-82.9% | $150,734-80.6% | $198,609-85.3% |
| Participation rate | 43.5% | 81.4%-37.9pp | 78.4%-35.0pp | 82.4%-38.9pp |
| Annual return | 21.02% | 804.70%-783.7pp | 600.81%-579.8pp | 202.70%-181.7pp |
| Employer contribution / active EE | $1,303 | $5,470-76.2% | $4,918-73.5% | $5,055-74.2% |
| Participant deferral / active EE | $2,699 | $6,259-56.9% | $5,610-51.9% | $6,977-61.3% |
| Admin fee / account holder | $5,893 | $17,628-66.6% | $14,905-60.5% | $19,030-69.0% |