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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 | $25,427 | $180,459-85.9% | $154,108-83.5% | $135,380-81.2% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -6.71% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,036 | $6,035-82.8% | $5,298-80.4% | $4,779-78.3% |
| Participant deferral / active EE | $4,091 | $5,806-29.5% | $5,081-19.5% | $5,609-27.1% |
| Admin fee / account holder | $1,491 | $16,145-90.8% | $13,411-88.9% | $10,828-86.2% |