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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 | $20,837 | $180,466-88.5% | $154,114-86.5% | $135,382-84.6% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | 241.04% | 888.15%-647.1pp | 735.16%-494.1pp | 519.77%-278.7pp |
| Employer contribution / active EE | $432 | $6,035-92.8% | $5,298-91.9% | $4,779-91.0% |
| Participant deferral / active EE | $3,032 | $5,806-47.8% | $5,081-40.3% | $5,609-45.9% |
| Admin fee / account holder | $756 | $16,144-95.3% | $13,411-94.4% | $10,829-93.0% |