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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 | $19,910 | $166,089-88.0% | $164,928-87.9% | $145,978-86.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 17.81% | 100.26%-82.4pp | 70.08%-52.3pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,011 | $5,276-80.8% | $4,343-76.7% | $4,662-78.3% |
| Participant deferral / active EE | $3,353 | $6,961-51.8% | $6,034-44.4% | $6,690-49.9% |
| Admin fee / account holder | $1,826 | $16,641-89.0% | $12,684-85.6% | $13,400-86.4% |