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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 | $21,784 | $198,457-89.0% | $170,435-87.2% | $147,586-85.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 13.60% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,287 | $6,183-79.2% | $5,432-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $2,389 | $5,629-57.6% | $4,939-51.6% | $5,439-56.1% |
| Admin fee / account holder | $656 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |