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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 | $14,550 | $282,059-94.8% | $213,469-93.2% | $154,746-90.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 28.52% | 20.90%+7.6pp | 20.58%+7.9pp | 172.34%-143.8pp |
| Employer contribution / active EE | $1,410 | $6,189-77.2% | $4,994-71.8% | $4,379-67.8% |
| Participant deferral / active EE | $2,703 | $8,186-67.0% | $6,841-60.5% | $6,730-59.8% |
| Admin fee / account holder | $3,438 | $37,435-90.8% | $27,141-87.3% | $14,365-76.1% |