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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 | $27,368 | $217,432-87.4% | $185,849-85.3% | $167,536-83.7% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 22.21% | 148.42%-126.2pp | 122.10%-99.9pp | 478.82%-456.6pp |
| Employer contribution / active EE | $693 | $5,875-88.2% | $5,169-86.6% | $4,839-85.7% |
| Participant deferral / active EE | $4,242 | $6,357-33.3% | $5,569-23.8% | $6,342-33.1% |
| Admin fee / account holder | $315 | $19,818-98.4% | $16,244-98.1% | $12,315-97.4% |