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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 | $33,018 | $197,625-83.3% | $177,840-81.4% | $158,966-79.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.65% | 58.76%-45.1pp | 48.32%-34.7pp | 302.95%-289.3pp |
| Employer contribution / active EE | $943 | $6,698-85.9% | $5,919-84.1% | $4,762-80.2% |
| Participant deferral / active EE | $9,083 | $8,405+8.1% | $7,714+17.8% | $5,983+51.8% |
| Admin fee / account holder | $25,547 | $15,405+65.8% | $12,431+105.5% | $11,250+127.1% |