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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 | $26,113 | $217,432-88.0% | $185,849-85.9% | $167,536-84.4% |
| Participation rate | 69.6% | 86.1%-16.5pp | 81.7%-12.1pp | 82.1%-12.5pp |
| Annual return | 16.63% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $940 | $5,875-84.0% | $5,169-81.8% | $4,839-80.6% |
| Participant deferral / active EE | $3,000 | $6,357-52.8% | $5,569-46.1% | $6,342-52.7% |
| Admin fee / account holder | $1,379 | $19,818-93.0% | $16,244-91.5% | $12,315-88.8% |