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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 | $20,406 | $144,130-85.8% | $117,861-82.7% | $147,586-86.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 23.49% | 531.20%-507.7pp | 335.11%-311.6pp | 578.59%-555.1pp |
| Employer contribution / active EE | $579 | $4,897-88.2% | $3,786-84.7% | $4,876-88.1% |
| Participant deferral / active EE | $2,067 | $5,316-61.1% | $4,482-53.9% | $5,439-62.0% |
| Admin fee / account holder | $643 | $10,887-94.1% | $8,021-92.0% | $10,886-94.1% |