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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 | $28,178 | $209,422-86.5% | $178,503-84.2% | $158,982-82.3% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 7.65% | 188.81%-181.2pp | 151.12%-143.5pp | 302.99%-295.3pp |
| Employer contribution / active EE | $774 | $5,707-86.4% | $5,011-84.6% | $4,763-83.8% |
| Participant deferral / active EE | $2,601 | $5,955-56.3% | $5,202-50.0% | $5,983-56.5% |
| Admin fee / account holder | $8,863 | $17,079-48.1% | $13,987-36.6% | $11,252-21.2% |