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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 | $15,872 | $165,381-90.4% | $149,730-89.4% | $158,966-90.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 79.41% | 348.29%-268.9pp | 276.70%-197.3pp | 302.95%-223.5pp |
| Employer contribution / active EE | $670 | $5,104-86.9% | $4,645-85.6% | $4,762-85.9% |
| Participant deferral / active EE | $3,525 | $7,182-50.9% | $6,843-48.5% | $5,983-41.1% |
| Admin fee / account holder | $20,130 | $10,809+86.2% | $9,310+116.2% | $11,250+78.9% |