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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 | $20,212 | $198,462-89.8% | $170,439-88.1% | $147,585-86.3% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 21.71% | 257.30%-235.6pp | 205.94%-184.2pp | 578.58%-556.9pp |
| Employer contribution / active EE | $857 | $6,184-86.1% | $5,433-84.2% | $4,876-82.4% |
| Participant deferral / active EE | $2,573 | $5,629-54.3% | $4,939-47.9% | $5,439-52.7% |
| Admin fee / account holder | $717 | $16,852-95.7% | $13,881-94.8% | $10,886-93.4% |