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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 | $23,843 | $198,461-88.0% | $170,436-86.0% | $147,585-83.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.34% | 257.30%-236.0pp | 205.94%-184.6pp | 578.57%-557.2pp |
| Employer contribution / active EE | $1,301 | $6,184-79.0% | $5,433-76.0% | $4,876-73.3% |
| Participant deferral / active EE | $2,966 | $5,629-47.3% | $4,939-40.0% | $5,439-45.5% |
| Admin fee / account holder | $7,291 | $16,852-56.7% | $13,880-47.5% | $10,885-33.0% |