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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 | $21,582 | $197,625-89.1% | $177,840-87.9% | $158,966-86.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 190.23% | 58.76%+131.5pp | 48.32%+141.9pp | 302.95%-112.7pp |
| Employer contribution / active EE | $318 | $6,698-95.2% | $5,919-94.6% | $4,762-93.3% |
| Participant deferral / active EE | $13,090 | $8,405+55.7% | $7,714+69.7% | $5,983+118.8% |
| Admin fee / account holder | $476 | $15,405-96.9% | $12,431-96.2% | $11,250-95.8% |