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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 | $23,226 | $185,856-87.5% | $170,028-86.3% | $139,456-83.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 23.15% | 60.52%-37.4pp | 53.39%-30.2pp | 373.45%-350.3pp |
| Employer contribution / active EE | $966 | $7,593-87.3% | $6,788-85.8% | $4,753-79.7% |
| Participant deferral / active EE | $3,317 | $11,623-71.5% | $10,409-68.1% | $6,711-50.6% |
| Admin fee / account holder | $371 | $15,387-97.6% | $12,820-97.1% | $11,407-96.7% |