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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 | $16,117 | $135,645-88.1% | $110,243-85.4% | $135,380-88.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | 24.32% | 513.24%-488.9pp | 314.76%-290.4pp | 519.81%-495.5pp |
| Employer contribution / active EE | $834 | $4,907-83.0% | $3,827-78.2% | $4,779-82.6% |
| Participant deferral / active EE | $5,762 | $5,507+4.6% | $4,672+23.3% | $5,609+2.7% |
| Admin fee / account holder | $24,503 | $11,458+113.8% | $8,548+186.7% | $10,828+126.3% |