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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 | $14,137 | $180,459-92.2% | $154,108-90.8% | $135,380-89.6% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | 35.84% | 888.21%-852.4pp | 735.21%-699.4pp | 519.81%-484.0pp |
| Employer contribution / active EE | $286 | $6,035-95.3% | $5,298-94.6% | $4,779-94.0% |
| Participant deferral / active EE | $3,142 | $5,806-45.9% | $5,081-38.2% | $5,609-44.0% |
| Admin fee / account holder | $1,108 | $16,145-93.1% | $13,411-91.7% | $10,828-89.8% |