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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 | $26,100 | $198,462-86.8% | $170,439-84.7% | $147,585-82.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.37% | 257.30%-242.9pp | 205.94%-191.6pp | 578.58%-564.2pp |
| Employer contribution / active EE | $1,268 | $6,184-79.5% | $5,433-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $3,464 | $5,629-38.5% | $4,939-29.9% | $5,439-36.3% |
| Admin fee / account holder | $622 | $16,852-96.3% | $13,881-95.5% | $10,886-94.3% |