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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 | $10,701 | $181,062-94.1% | $158,223-93.2% | $155,188-93.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 361.00% | 57.39%+303.6pp | 52.09%+308.9pp | 148.84%+212.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,621 | $6,134-24.7% | $5,467-15.5% | $6,531-29.2% |
| Admin fee / account holder | $2,158 | $18,825-88.5% | $16,047-86.6% | $14,480-85.1% |