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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 | $20,570 | $217,432-90.5% | $185,849-88.9% | $167,536-87.7% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 17.90% | 148.42%-130.5pp | 122.10%-104.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $948 | $5,875-83.9% | $5,169-81.7% | $4,839-80.4% |
| Participant deferral / active EE | $3,180 | $6,357-50.0% | $5,569-42.9% | $6,342-49.9% |
| Admin fee / account holder | $2,630 | $19,818-86.7% | $16,244-83.8% | $12,315-78.6% |