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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 | $28,508 | $197,594-85.6% | $177,822-84.0% | $158,931-82.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.99% | 58.76%-41.8pp | 48.32%-31.3pp | 302.86%-285.9pp |
| Employer contribution / active EE | $1,115 | $6,697-83.4% | $5,918-81.2% | $4,761-76.6% |
| Participant deferral / active EE | $6,967 | $8,405-17.1% | $7,714-9.7% | $5,982+16.5% |
| Admin fee / account holder | $1,207 | $15,400-92.2% | $12,428-90.3% | $11,247-89.3% |