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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 | $25,326 | $198,457-87.2% | $170,435-85.1% | $147,586-82.8% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 26.11% | 257.30%-231.2pp | 205.94%-179.8pp | 578.59%-552.5pp |
| Employer contribution / active EE | $745 | $6,183-87.9% | $5,432-86.3% | $4,876-84.7% |
| Participant deferral / active EE | $2,736 | $5,629-51.4% | $4,939-44.6% | $5,439-49.7% |
| Admin fee / account holder | $498 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |