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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 | $26,248 | $183,988-85.7% | $162,177-83.8% | $152,897-82.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 32.56% | 150.79%-118.2pp | 115.60%-83.0pp | 345.43%-312.9pp |
| Employer contribution / active EE | $1,346 | $6,370-78.9% | $5,613-76.0% | $4,764-71.7% |
| Participant deferral / active EE | $4,137 | $8,032-48.5% | $7,297-43.3% | $5,851-29.3% |
| Admin fee / account holder | $445 | $13,123-96.6% | $10,843-95.9% | $11,599-96.2% |