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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 | $21,601 | $202,342-89.3% | $172,753-87.5% | $152,909-85.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 31.80% | 1029.88%-998.1pp | 803.00%-771.2pp | 345.46%-313.7pp |
| Employer contribution / active EE | $920 | $5,857-84.3% | $5,144-82.1% | $4,764-80.7% |
| Participant deferral / active EE | $6,604 | $5,948+11.0% | $5,198+27.1% | $5,851+12.9% |
| Admin fee / account holder | $1,347 | $17,112-92.1% | $13,956-90.3% | $11,601-88.4% |