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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 | $23,453 | $217,432-89.2% | $185,851-87.4% | $167,553-86.0% |
| Participation rate | 22.2% | 86.1%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 15.73% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $624 | $5,874-89.4% | $5,168-87.9% | $4,840-87.1% |
| Participant deferral / active EE | $3,199 | $6,357-49.7% | $5,569-42.6% | $6,343-49.6% |
| Admin fee / account holder | $1,308 | $19,820-93.4% | $16,245-92.0% | $12,316-89.4% |