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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 | $21,887 | $201,264-89.1% | $184,185-88.1% | $145,978-85.0% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 13.66% | 29.00%-15.3pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,229 | $7,021-82.5% | $6,426-80.9% | $4,662-73.6% |
| Participant deferral / active EE | $5,704 | $9,806-41.8% | $9,132-37.5% | $6,690-14.7% |
| Admin fee / account holder | $2,865 | $16,376-82.5% | $13,909-79.4% | $13,400-78.6% |