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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 | $6,406 | $183,627-96.5% | $155,602-95.9% | $145,978-95.6% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.5pp |
| Annual return | 1356.14% | 61.32%+1294.8pp | 64.81%+1291.3pp | 550.52%+805.6pp |
| Employer contribution / active EE | $875 | $5,316-83.5% | $4,675-81.3% | $4,662-81.2% |
| Participant deferral / active EE | $4,183 | $6,466-35.3% | $5,629-25.7% | $6,690-37.5% |
| Admin fee / account holder | $3,603 | $19,327-81.4% | $15,923-77.4% | $13,400-73.1% |