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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 | $24,055 | $171,867-86.0% | $149,721-83.9% | $147,586-83.7% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 48.56% | 2113.36%-2064.8pp | 1501.67%-1453.1pp | 578.59%-530.0pp |
| Employer contribution / active EE | $1,095 | $6,275-82.5% | $5,444-79.9% | $4,876-77.5% |
| Participant deferral / active EE | $3,045 | $7,270-58.1% | $6,568-53.6% | $5,439-44.0% |
| Admin fee / account holder | $1,539 | $13,799-88.8% | $11,282-86.4% | $10,886-85.9% |