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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 | $12,834 | $202,342-93.7% | $172,752-92.6% | $152,897-91.6% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 40.18% | 1029.83%-989.6pp | 802.97%-762.8pp | 345.43%-305.2pp |
| Employer contribution / active EE | $1,169 | $5,858-80.0% | $5,144-77.3% | $4,764-75.5% |
| Participant deferral / active EE | $3,016 | $5,948-49.3% | $5,198-42.0% | $5,851-48.5% |
| Admin fee / account holder | $906 | $17,111-94.7% | $13,955-93.5% | $11,599-92.2% |