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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 | $20,432 | $157,304-87.0% | $141,197-85.5% | $152,909-86.6% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 20.22% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $902 | $5,263-82.9% | $4,736-80.9% | $4,764-81.1% |
| Participant deferral / active EE | $3,031 | $7,111-57.4% | $6,710-54.8% | $5,851-48.2% |
| Admin fee / account holder | $420 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |