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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 | $30,004 | $184,000-83.7% | $162,185-81.5% | $152,909-80.4% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 24.86% | 150.80%-125.9pp | 115.61%-90.8pp | 345.46%-320.6pp |
| Employer contribution / active EE | $891 | $6,370-86.0% | $5,613-84.1% | $4,764-81.3% |
| Participant deferral / active EE | $3,704 | $8,033-53.9% | $7,297-49.2% | $5,851-36.7% |
| Admin fee / account holder | $3,187 | $13,124-75.7% | $10,844-70.6% | $11,601-72.5% |