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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 | $30,119 | $183,978-83.6% | $162,171-81.4% | $152,885-80.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 13.02% | 150.78%-137.8pp | 115.60%-102.6pp | 345.39%-332.4pp |
| Employer contribution / active EE | $931 | $6,370-85.4% | $5,613-83.4% | $4,763-80.5% |
| Participant deferral / active EE | $4,866 | $8,033-39.4% | $7,297-33.3% | $5,851-16.8% |
| Admin fee / account holder | $117,500 | $13,122+795.4% | $10,843+983.7% | $11,598+913.1% |