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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 | $22,218 | $180,466-87.7% | $154,114-85.6% | $135,382-83.6% |
| Participation rate | 47.8% | 87.4%-39.6pp | 83.0%-35.2pp | 82.6%-34.8pp |
| Annual return | 58.76% | 888.15%-829.4pp | 735.16%-676.4pp | 519.77%-461.0pp |
| Employer contribution / active EE | $732 | $6,035-87.9% | $5,298-86.2% | $4,779-84.7% |
| Participant deferral / active EE | $2,176 | $5,806-62.5% | $5,081-57.2% | $5,609-61.2% |
| Admin fee / account holder | $10,663 | $16,144-34.0% | $13,411-20.5% | $10,829-1.5% |