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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 | $27,773 | $198,457-86.0% | $170,435-83.7% | $147,586-81.2% |
| Participation rate | 30.8% | 88.0%-57.2pp | 83.6%-52.8pp | 82.8%-52.1pp |
| Annual return | 21.59% | 257.30%-235.7pp | 205.94%-184.4pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,079 | $6,183-82.6% | $5,432-80.1% | $4,876-77.9% |
| Participant deferral / active EE | $2,957 | $5,629-47.5% | $4,939-40.1% | $5,439-45.6% |
| Admin fee / account holder | $1,099 | $16,852-93.5% | $13,881-92.1% | $10,886-89.9% |