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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 | $15,071 | $201,344-92.5% | $184,243-91.8% | $145,877-89.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.62% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,075 | $7,022-84.7% | $6,427-83.3% | $4,663-77.0% |
| Participant deferral / active EE | $3,932 | $9,807-59.9% | $9,132-56.9% | $6,691-41.2% |
| Admin fee / account holder | $2,474 | $16,382-84.9% | $13,914-82.2% | $13,402-81.5% |