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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 | $42,962 | $275,752-84.4% | $256,809-83.3% | $198,609-78.4% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 74.79% | 34.81%+40.0pp | 32.73%+42.1pp | 202.70%-127.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,431 | $10,037-16.0% | $9,520-11.4% | $6,977+20.8% |
| Admin fee / account holder | $23,609 | $25,716-8.2% | $25,146-6.1% | $19,030+24.1% |