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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 | $28,287 | $198,457-85.7% | $170,435-83.4% | $147,586-80.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 20.91% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,009 | $6,183-83.7% | $5,432-81.4% | $4,876-79.3% |
| Participant deferral / active EE | $3,598 | $5,629-36.1% | $4,939-27.2% | $5,439-33.8% |
| Admin fee / account holder | $825 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |