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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 | $16,215 | $209,425-92.3% | $178,499-90.9% | $158,966-89.8% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 23.41% | 188.80%-165.4pp | 151.10%-127.7pp | 302.95%-279.5pp |
| Employer contribution / active EE | $764 | $5,707-86.6% | $5,011-84.8% | $4,762-84.0% |
| Participant deferral / active EE | $2,744 | $5,955-53.9% | $5,202-47.3% | $5,983-54.1% |
| Admin fee / account holder | $587 | $17,078-96.6% | $13,986-95.8% | $11,250-94.8% |