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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 | $22,731 | $198,462-88.5% | $170,439-86.7% | $147,585-84.6% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 22.13% | 257.30%-235.2pp | 205.94%-183.8pp | 578.58%-556.5pp |
| Employer contribution / active EE | $1,256 | $6,184-79.7% | $5,433-76.9% | $4,876-74.2% |
| Participant deferral / active EE | $4,092 | $5,629-27.3% | $4,939-17.2% | $5,439-24.8% |
| Admin fee / account holder | $514 | $16,852-96.9% | $13,881-96.3% | $10,886-95.3% |