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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 | $20,343 | $209,428-90.3% | $178,498-88.6% | $158,950-87.2% |
| Participation rate | 53.3% | 86.4%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 9.76% | 188.78%-179.0pp | 151.09%-141.3pp | 302.91%-293.2pp |
| Employer contribution / active EE | $36 | $5,707-99.4% | $5,011-99.3% | $4,762-99.3% |
| Participant deferral / active EE | $2,198 | $5,955-63.1% | $5,202-57.7% | $5,983-63.3% |
| Admin fee / account holder | $11,815 | $17,077-30.8% | $13,985-15.5% | $11,248+5.0% |