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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 | $6,310 | $180,459-96.5% | $154,108-95.9% | $135,380-95.3% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | 1839.15% | 888.21%+950.9pp | 735.21%+1103.9pp | 519.81%+1319.3pp |
| Employer contribution / active EE | $902 | $6,035-85.1% | $5,298-83.0% | $4,779-81.1% |
| Participant deferral / active EE | $2,128 | $5,806-63.3% | $5,081-58.1% | $5,609-62.1% |
| Admin fee / account holder | $843 | $16,145-94.8% | $13,411-93.7% | $10,828-92.2% |