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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 | $21,130 | $209,422-89.9% | $178,503-88.2% | $158,982-86.7% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 16.75% | 188.81%-172.1pp | 151.12%-134.4pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,055 | $5,707-81.5% | $5,011-78.9% | $4,763-77.8% |
| Participant deferral / active EE | $2,326 | $5,955-60.9% | $5,202-55.3% | $5,983-61.1% |
| Admin fee / account holder | $8,192 | $17,079-52.0% | $13,987-41.4% | $11,252-27.2% |