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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 | $10,241 | $209,422-95.1% | $178,503-94.3% | $158,982-93.6% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 189.53% | 188.81%+0.7pp | 151.12%+38.4pp | 302.99%-113.5pp |
| Employer contribution / active EE | $823 | $5,707-85.6% | $5,011-83.6% | $4,763-82.7% |
| Participant deferral / active EE | $2,628 | $5,955-55.9% | $5,202-49.5% | $5,983-56.1% |
| Admin fee / account holder | $710 | $17,079-95.8% | $13,987-94.9% | $11,252-93.7% |