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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 | $26,249 | $160,059-83.6% | $140,019-81.3% | $135,379-80.6% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | 43.13% | 911.44%-868.3pp | 651.15%-608.0pp | 519.79%-476.7pp |
| Employer contribution / active EE | $1,016 | $6,420-84.2% | $5,605-81.9% | $4,779-78.7% |
| Participant deferral / active EE | $3,332 | $7,641-56.4% | $6,927-51.9% | $5,609-40.6% |
| Admin fee / account holder | $1,665 | $13,328-87.5% | $10,705-84.4% | $10,828-84.6% |