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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 | $26,969 | $180,459-85.1% | $154,108-82.5% | $135,380-80.1% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -8.27% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,441 | $5,806-40.7% | $5,081-32.3% | $5,609-38.7% |
| Admin fee / account holder | $1,475 | $16,145-90.9% | $13,411-89.0% | $10,828-86.4% |