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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 | $25,457 | $185,883-86.3% | $170,043-85.0% | $139,466-81.7% |
| Participation rate | 35.0% | 87.8%-52.8pp | 87.0%-52.0pp | 80.3%-45.3pp |
| Annual return | 27.68% | 60.54%-32.9pp | 53.40%-25.7pp | 373.66%-346.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,422 | $11,626-70.6% | $10,410-67.1% | $6,712-49.0% |
| Admin fee / account holder | $410 | $15,393-97.3% | $12,824-96.8% | $11,409-96.4% |