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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 | $9,265 | $190,879-95.1% | $160,009-94.2% | $134,532-93.1% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | 58.14% | 552.63%-494.5pp | 408.85%-350.7pp | 418.27%-360.1pp |
| Employer contribution / active EE | $465 | $4,995-90.7% | $4,225-89.0% | $4,741-90.2% |
| Participant deferral / active EE | $1,432 | $6,924-79.3% | $6,183-76.8% | $6,401-77.6% |
| Admin fee / account holder | $1,788 | $10,495-83.0% | $8,715-79.5% | $11,429-84.4% |