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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 | $26,480 | $171,492-84.6% | $150,734-82.4% | $198,609-86.7% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 29.79% | 804.70%-774.9pp | 600.81%-571.0pp | 202.70%-172.9pp |
| Employer contribution / active EE | $1,360 | $5,470-75.1% | $4,918-72.3% | $5,055-73.1% |
| Participant deferral / active EE | $8,340 | $6,259+33.3% | $5,610+48.7% | $6,977+19.5% |
| Admin fee / account holder | $4,408 | $17,628-75.0% | $14,905-70.4% | $19,030-76.8% |