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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 | $30,721 | $196,972-84.4% | $182,262-83.1% | $198,609-84.5% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 10.19% | 158.27%-148.1pp | 140.60%-130.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,340 | $5,364-75.0% | $5,046-73.4% | $5,055-73.5% |
| Participant deferral / active EE | $4,583 | $8,643-47.0% | $8,276-44.6% | $6,977-34.3% |
| Admin fee / account holder | $584 | $18,429-96.8% | $16,712-96.5% | $19,030-96.9% |