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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 | $12,140 | $181,062-93.3% | $158,223-92.3% | $155,188-92.2% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 310.48% | 57.39%+253.1pp | 52.09%+258.4pp | 148.84%+161.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,097 | $6,134-49.5% | $5,467-43.4% | $6,531-52.6% |
| Admin fee / account holder | $313 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |