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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 | $17,623 | $180,459-90.2% | $154,108-88.6% | $135,380-87.0% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | -6.64% | 888.21%-894.9pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $755 | $6,035-87.5% | $5,298-85.8% | $4,779-84.2% |
| Participant deferral / active EE | $2,096 | $5,806-63.9% | $5,081-58.7% | $5,609-62.6% |
| Admin fee / account holder | $950 | $16,145-94.1% | $13,411-92.9% | $10,828-91.2% |