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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 | $5,901 | $198,462-97.0% | $170,439-96.5% | $147,585-96.0% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 23.62% | 257.30%-233.7pp | 205.94%-182.3pp | 578.58%-555.0pp |
| Employer contribution / active EE | $826 | $6,184-86.6% | $5,433-84.8% | $4,876-83.1% |
| Participant deferral / active EE | $2,194 | $5,629-61.0% | $4,939-55.6% | $5,439-59.7% |
| Admin fee / account holder | $1,502 | $16,852-91.1% | $13,881-89.2% | $10,886-86.2% |