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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 | $33,668 | $197,637-83.0% | $177,848-81.1% | $158,982-78.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 14.87% | 58.77%-43.9pp | 48.33%-33.5pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,286 | $6,698-80.8% | $5,919-78.3% | $4,763-73.0% |
| Participant deferral / active EE | $3,946 | $8,405-53.0% | $7,714-48.8% | $5,983-34.0% |
| Admin fee / account holder | $584 | $15,406-96.2% | $12,431-95.3% | $11,252-94.8% |