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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 | $29,300 | $144,130-79.7% | $117,861-75.1% | $147,586-80.1% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 9.61% | 531.20%-521.6pp | 335.11%-325.5pp | 578.59%-569.0pp |
| Employer contribution / active EE | $853 | $4,897-82.6% | $3,786-77.5% | $4,876-82.5% |
| Participant deferral / active EE | $2,004 | $5,316-62.3% | $4,482-55.3% | $5,439-63.2% |
| Admin fee / account holder | $388 | $10,887-96.4% | $8,021-95.2% | $10,886-96.4% |