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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 | $16,525 | $209,888-92.1% | $189,545-91.3% | $167,553-90.1% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 100.77% | 748.66%-647.9pp | 555.36%-454.6pp | 478.89%-378.1pp |
| Employer contribution / active EE | $1,351 | $6,915-80.5% | $6,162-78.1% | $4,840-72.1% |
| Participant deferral / active EE | $6,596 | $8,934-26.2% | $8,220-19.8% | $6,343+4.0% |
| Admin fee / account holder | $1,017 | $14,300-92.9% | $12,049-91.6% | $12,316-91.7% |