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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 | $13,254 | $209,425-93.7% | $178,499-92.6% | $158,966-91.7% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 4608.65% | 188.80%+4419.9pp | 151.10%+4457.5pp | 302.95%+4305.7pp |
| Employer contribution / active EE | $617 | $5,707-89.2% | $5,011-87.7% | $4,762-87.0% |
| Participant deferral / active EE | $7,725 | $5,955+29.7% | $5,202+48.5% | $5,983+29.1% |
| Admin fee / account holder | $2,281 | $17,078-86.6% | $13,986-83.7% | $11,250-79.7% |