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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 | $20,398 | $226,105-91.0% | $182,540-88.8% | $152,897-86.7% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.0%-42.3pp | 82.5%-46.7pp |
| Annual return | 20.69% | 192.58%-171.9pp | 148.58%-127.9pp | 345.43%-324.7pp |
| Employer contribution / active EE | $399 | $4,978-92.0% | $4,076-90.2% | $4,764-91.6% |
| Participant deferral / active EE | $1,868 | $6,370-70.7% | $5,525-66.2% | $5,851-68.1% |
| Admin fee / account holder | $1,233 | $10,706-88.5% | $8,593-85.7% | $11,599-89.4% |