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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 | $23,094 | $198,457-88.4% | $170,435-86.4% | $147,586-84.4% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 27.82% | 257.30%-229.5pp | 205.94%-178.1pp | 578.59%-550.8pp |
| Employer contribution / active EE | $821 | $6,183-86.7% | $5,432-84.9% | $4,876-83.2% |
| Participant deferral / active EE | $2,711 | $5,629-51.8% | $4,939-45.1% | $5,439-50.2% |
| Admin fee / account holder | $430 | $16,852-97.5% | $13,881-96.9% | $10,886-96.1% |