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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 | $25,610 | $209,425-87.8% | $178,499-85.7% | $158,966-83.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 34.38% | 188.80%-154.4pp | 151.10%-116.7pp | 302.95%-268.6pp |
| Employer contribution / active EE | $750 | $5,707-86.9% | $5,011-85.0% | $4,762-84.3% |
| Participant deferral / active EE | $4,914 | $5,955-17.5% | $5,202-5.5% | $5,983-17.9% |
| Admin fee / account holder | $393 | $17,078-97.7% | $13,986-97.2% | $11,250-96.5% |