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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 | $19,422 | $183,988-89.4% | $162,177-88.0% | $152,897-87.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 26.02% | 150.79%-124.8pp | 115.60%-89.6pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,154 | $6,370-81.9% | $5,613-79.4% | $4,764-75.8% |
| Participant deferral / active EE | $3,329 | $8,032-58.6% | $7,297-54.4% | $5,851-43.1% |
| Admin fee / account holder | $1,162 | $13,123-91.1% | $10,843-89.3% | $11,599-90.0% |