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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 | $16,000 | $209,336-92.4% | $197,124-91.9% | $137,256-88.3% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 22.78% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,270 | $6,591-80.7% | $6,227-79.6% | $4,156-69.4% |
| Participant deferral / active EE | $4,502 | $9,614-53.2% | $9,135-50.7% | $6,407-29.7% |
| Admin fee / account holder | $2,990 | $17,308-82.7% | $16,298-81.7% | $12,270-75.6% |