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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 | $6,215 | $209,428-97.0% | $178,498-96.5% | $158,950-96.1% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 101.44% | 188.78%-87.3pp | 151.09%-49.7pp | 302.91%-201.5pp |
| Employer contribution / active EE | $764 | $5,707-86.6% | $5,011-84.7% | $4,762-84.0% |
| Participant deferral / active EE | $2,625 | $5,955-55.9% | $5,202-49.5% | $5,983-56.1% |
| Admin fee / account holder | $6,626 | $17,077-61.2% | $13,985-52.6% | $11,248-41.1% |