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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 | $23,845 | $227,291-89.5% | $214,702-88.9% | $155,188-84.6% |
| Participation rate | 69.2% | 88.0%-18.7pp | 87.5%-18.2pp | 80.8%-11.6pp |
| Annual return | 19.25% | 60.08%-40.8pp | 54.55%-35.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,071 | $6,772-84.2% | $6,461-83.4% | $4,248-74.8% |
| Participant deferral / active EE | $3,222 | $9,582-66.4% | $9,147-64.8% | $6,531-50.7% |
| Admin fee / account holder | $1,087 | $20,413-94.7% | $19,830-94.5% | $14,480-92.5% |