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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 | $23,494 | $209,428-88.8% | $178,498-86.8% | $158,950-85.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 20.83% | 188.78%-168.0pp | 151.09%-130.3pp | 302.91%-282.1pp |
| Employer contribution / active EE | $988 | $5,707-82.7% | $5,011-80.3% | $4,762-79.3% |
| Participant deferral / active EE | $4,706 | $5,955-21.0% | $5,202-9.5% | $5,983-21.3% |
| Admin fee / account holder | $6,081 | $17,077-64.4% | $13,985-56.5% | $11,248-45.9% |