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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 | $19,745 | $201,264-90.2% | $184,185-89.3% | $145,978-86.5% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 64.72% | 29.00%+35.7pp | 28.81%+35.9pp | 550.52%-485.8pp |
| Employer contribution / active EE | $1,187 | $7,021-83.1% | $6,426-81.5% | $4,662-74.5% |
| Participant deferral / active EE | $3,659 | $9,806-62.7% | $9,132-59.9% | $6,690-45.3% |
| Admin fee / account holder | $444 | $16,376-97.3% | $13,909-96.8% | $13,400-96.7% |