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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 | $17,056 | $185,905-90.8% | $170,057-90.0% | $139,487-87.8% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 22.89% | 60.56%-37.7pp | 53.42%-30.5pp | 373.84%-350.9pp |
| Employer contribution / active EE | $1,328 | $7,597-82.5% | $6,790-80.4% | $4,755-72.1% |
| Participant deferral / active EE | $3,247 | $11,627-72.1% | $10,411-68.8% | $6,713-51.6% |
| Admin fee / account holder | $2,314 | $15,397-85.0% | $12,826-82.0% | $11,407-79.7% |