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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 | $23,575 | $217,432-89.2% | $185,849-87.3% | $167,536-85.9% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 10.44% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $164 | $5,875-97.2% | $5,169-96.8% | $4,839-96.6% |
| Participant deferral / active EE | $4,064 | $6,357-36.1% | $5,569-27.0% | $6,342-35.9% |
| Admin fee / account holder | $791 | $19,818-96.0% | $16,244-95.1% | $12,315-93.6% |