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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 | $30,252 | $198,457-84.8% | $170,435-82.3% | $147,586-79.5% |
| Participation rate | 56.5% | 88.0%-31.4pp | 83.6%-27.1pp | 82.8%-26.3pp |
| Annual return | 102.98% | 257.30%-154.3pp | 205.94%-103.0pp | 578.59%-475.6pp |
| Employer contribution / active EE | $848 | $6,183-86.3% | $5,432-84.4% | $4,876-82.6% |
| Participant deferral / active EE | $2,830 | $5,629-49.7% | $4,939-42.7% | $5,439-48.0% |
| Admin fee / account holder | $982 | $16,852-94.2% | $13,881-92.9% | $10,886-91.0% |