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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 | $29,440 | $202,345-85.5% | $172,755-83.0% | $152,885-80.7% |
| Participation rate | 61.9% | 87.1%-25.2pp | 82.6%-20.7pp | 82.5%-20.5pp |
| Annual return | 66.38% | 1029.77%-963.4pp | 802.94%-736.6pp | 345.39%-279.0pp |
| Employer contribution / active EE | $948 | $5,858-83.8% | $5,144-81.6% | $4,763-80.1% |
| Participant deferral / active EE | $3,964 | $5,948-33.4% | $5,198-23.7% | $5,851-32.3% |
| Admin fee / account holder | $847 | $17,111-95.0% | $13,955-93.9% | $11,598-92.7% |