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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 | $24,470 | $198,457-87.7% | $170,435-85.6% | $147,586-83.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 10.29% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $367 | $6,183-94.1% | $5,432-93.3% | $4,876-92.5% |
| Participant deferral / active EE | $2,576 | $5,629-54.2% | $4,939-47.8% | $5,439-52.6% |
| Admin fee / account holder | $1,692 | $16,852-90.0% | $13,881-87.8% | $10,886-84.5% |