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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 | $20,297 | $209,422-90.3% | $178,503-88.6% | $158,982-87.2% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 53.42% | 188.81%-135.4pp | 151.12%-97.7pp | 302.99%-249.6pp |
| Employer contribution / active EE | $1,056 | $5,707-81.5% | $5,011-78.9% | $4,763-77.8% |
| Participant deferral / active EE | $2,548 | $5,955-57.2% | $5,202-51.0% | $5,983-57.4% |
| Admin fee / account holder | $860 | $17,079-95.0% | $13,987-93.8% | $11,252-92.4% |