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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 | $33,636 | $227,399-85.2% | $189,758-82.3% | $198,609-83.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 50.39% | 61.03%-10.6pp | 52.62%-2.2pp | 202.70%-152.3pp |
| Employer contribution / active EE | $985 | $5,526-82.2% | $4,767-79.3% | $5,055-80.5% |
| Participant deferral / active EE | $4,834 | $6,837-29.3% | $5,856-17.5% | $6,977-30.7% |
| Admin fee / account holder | $17,361 | $25,162-31.0% | $20,388-14.8% | $19,030-8.8% |