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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 | $175,257-93.7% | $149,717-92.7% | $139,456-92.1% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 74.76% | 166.70%-91.9pp | 134.41%-59.6pp | 373.45%-298.7pp |
| Employer contribution / active EE | $1,033 | $5,477-81.1% | $4,820-78.6% | $4,753-78.3% |
| Participant deferral / active EE | $4,127 | $6,521-36.7% | $5,682-27.4% | $6,711-38.5% |
| Admin fee / account holder | $760 | $16,156-95.3% | $13,213-94.2% | $11,407-93.3% |