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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 | $23,028 | $227,291-89.9% | $214,702-89.3% | $155,188-85.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 14.03% | 60.08%-46.0pp | 54.55%-40.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $771 | $6,772-88.6% | $6,461-88.1% | $4,248-81.9% |
| Participant deferral / active EE | $3,535 | $9,582-63.1% | $9,147-61.4% | $6,531-45.9% |
| Admin fee / account holder | $10,078 | $20,413-50.6% | $19,830-49.2% | $14,480-30.4% |