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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 | $29,732 | $197,625-85.0% | $177,840-83.3% | $158,966-81.3% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 22.07% | 58.76%-36.7pp | 48.32%-26.3pp | 302.95%-280.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,614 | $8,405-9.4% | $7,714-1.3% | $5,983+27.3% |
| Admin fee / account holder | $1,198 | $15,405-92.2% | $12,431-90.4% | $11,250-89.3% |