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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 | $11,416 | $197,637-94.2% | $177,848-93.6% | $158,982-92.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 203.34% | 58.77%+144.6pp | 48.33%+155.0pp | 302.99%-99.7pp |
| Employer contribution / active EE | $934 | $6,698-86.1% | $5,919-84.2% | $4,763-80.4% |
| Participant deferral / active EE | $6,066 | $8,405-27.8% | $7,714-21.4% | $5,983+1.4% |
| Admin fee / account holder | $388 | $15,406-97.5% | $12,431-96.9% | $11,252-96.6% |