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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 | $30,903 | $198,457-84.4% | $170,435-81.9% | $147,586-79.1% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 21.85% | 257.30%-235.5pp | 205.94%-184.1pp | 578.59%-556.7pp |
| Employer contribution / active EE | $596 | $6,183-90.4% | $5,432-89.0% | $4,876-87.8% |
| Participant deferral / active EE | $1,952 | $5,629-65.3% | $4,939-60.5% | $5,439-64.1% |
| Admin fee / account holder | $713 | $16,852-95.8% | $13,881-94.9% | $10,886-93.5% |