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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 | $28,169 | $209,425-86.5% | $178,499-84.2% | $158,966-82.3% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 24.03% | 188.80%-164.8pp | 151.10%-127.1pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,129 | $5,707-80.2% | $5,011-77.5% | $4,762-76.3% |
| Participant deferral / active EE | $4,699 | $5,955-21.1% | $5,202-9.7% | $5,983-21.5% |
| Admin fee / account holder | $459 | $17,078-97.3% | $13,986-96.7% | $11,250-95.9% |