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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 | $10,978 | $175,259-93.7% | $149,723-92.7% | $139,487-92.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 54.46% | 166.82%-112.4pp | 134.50%-80.0pp | 373.84%-319.4pp |
| Employer contribution / active EE | $912 | $5,478-83.4% | $4,821-81.1% | $4,755-80.8% |
| Participant deferral / active EE | $1,983 | $6,522-69.6% | $5,682-65.1% | $6,713-70.5% |
| Admin fee / account holder | $535 | $16,158-96.7% | $13,215-96.0% | $11,407-95.3% |