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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 | $26,915 | $197,637-86.4% | $177,848-84.9% | $158,982-83.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 11.30% | 58.77%-47.5pp | 48.33%-37.0pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,249 | $6,698-81.4% | $5,919-78.9% | $4,763-73.8% |
| Participant deferral / active EE | $4,183 | $8,405-50.2% | $7,714-45.8% | $5,983-30.1% |
| Admin fee / account holder | $1,976 | $15,406-87.2% | $12,431-84.1% | $11,252-82.4% |