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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 | $6,269 | $198,461-96.8% | $170,436-96.3% | $147,585-95.8% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 20.00% | 257.30%-237.3pp | 205.94%-185.9pp | 578.57%-558.6pp |
| Employer contribution / active EE | $168 | $6,184-97.3% | $5,433-96.9% | $4,876-96.6% |
| Participant deferral / active EE | $2,120 | $5,629-62.3% | $4,939-57.1% | $5,439-61.0% |
| Admin fee / account holder | $13,110 | $16,852-22.2% | $13,880-5.5% | $10,885+20.4% |