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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 | $17,851 | $175,231-89.8% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 45.0% | 83.4%-38.4pp | 78.8%-33.8pp | 80.3%-35.3pp |
| Annual return | 18.35% | 166.77%-148.4pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $957 | $5,478-82.5% | $4,821-80.2% | $4,754-79.9% |
| Participant deferral / active EE | $2,223 | $6,521-65.9% | $5,682-60.9% | $6,712-66.9% |
| Admin fee / account holder | $3,154 | $16,155-80.5% | $13,212-76.1% | $11,409-72.4% |