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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 | $5,222 | $152,460-96.6% | $118,746-95.6% | $147,586-96.5% |
| Participation rate | 61.1% | 82.3%-21.2pp | 78.3%-17.2pp | 82.8%-21.7pp |
| Annual return | 59.49% | 17.41%+42.1pp | 24.54%+35.0pp | 578.59%-519.1pp |
| Employer contribution / active EE | $764 | $5,046-84.9% | $4,193-81.8% | $4,876-84.3% |
| Participant deferral / active EE | $2,013 | $6,212-67.6% | $5,332-62.2% | $5,439-63.0% |
| Admin fee / account holder | $336 | $16,953-98.0% | $10,720-96.9% | $10,886-96.9% |