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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 | $22,824 | $198,457-88.5% | $170,435-86.6% | $147,586-84.5% |
| Participation rate | 45.8% | 88.0%-42.1pp | 83.6%-37.8pp | 82.8%-37.0pp |
| Annual return | 12.21% | 257.30%-245.1pp | 205.94%-193.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,056 | $6,183-82.9% | $5,432-80.6% | $4,876-78.4% |
| Participant deferral / active EE | $2,032 | $5,629-63.9% | $4,939-58.9% | $5,439-62.6% |
| Admin fee / account holder | $143,849 | $16,852+753.6% | $13,881+936.3% | $10,886+1221.4% |