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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 | $202,345-88.0% | $172,755-86.0% | $152,885-84.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 54.46% | 1029.77%-975.3pp | 802.94%-748.5pp | 345.39%-290.9pp |
| Employer contribution / active EE | $1,074 | $5,858-81.7% | $5,144-79.1% | $4,763-77.5% |
| Participant deferral / active EE | $4,122 | $5,948-30.7% | $5,198-20.7% | $5,851-29.5% |
| Admin fee / account holder | $3,708 | $17,111-78.3% | $13,955-73.4% | $11,598-68.0% |