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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 | $23,708 | $209,422-88.7% | $178,503-86.7% | $158,982-85.1% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 12.34% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $967 | $5,707-83.1% | $5,011-80.7% | $4,763-79.7% |
| Participant deferral / active EE | $5,309 | $5,955-10.9% | $5,202+2.0% | $5,983-11.3% |
| Admin fee / account holder | $530 | $17,079-96.9% | $13,987-96.2% | $11,252-95.3% |