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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 | $24,204 | $202,342-88.0% | $172,753-86.0% | $152,909-84.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 54.46% | 1029.88%-975.4pp | 803.00%-748.5pp | 345.46%-291.0pp |
| Employer contribution / active EE | $1,074 | $5,857-81.7% | $5,144-79.1% | $4,764-77.5% |
| Participant deferral / active EE | $4,122 | $5,948-30.7% | $5,198-20.7% | $5,851-29.5% |
| Admin fee / account holder | $3,708 | $17,112-78.3% | $13,956-73.4% | $11,601-68.0% |