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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 | $29,779 | $209,422-85.8% | $178,503-83.3% | $158,982-81.3% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 25.42% | 188.81%-163.4pp | 151.12%-125.7pp | 302.99%-277.6pp |
| Employer contribution / active EE | $810 | $5,707-85.8% | $5,011-83.8% | $4,763-83.0% |
| Participant deferral / active EE | $2,581 | $5,955-56.7% | $5,202-50.4% | $5,983-56.9% |
| Admin fee / account holder | $4,216 | $17,079-75.3% | $13,987-69.9% | $11,252-62.5% |