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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 | $6,245 | $165,381-96.2% | $149,730-95.8% | $158,966-96.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 55.82% | 348.29%-292.5pp | 276.70%-220.9pp | 302.95%-247.1pp |
| Employer contribution / active EE | $837 | $5,104-83.6% | $4,645-82.0% | $4,762-82.4% |
| Participant deferral / active EE | $9,514 | $7,182+32.5% | $6,843+39.0% | $5,983+59.0% |
| Admin fee / account holder | $14,002 | $10,809+29.5% | $9,310+50.4% | $11,250+24.5% |