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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 | $25,457 | $135,645-81.2% | $110,243-76.9% | $135,380-81.2% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -6.62% | 513.24%-519.9pp | 314.76%-321.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $493 | $4,907-89.9% | $3,827-87.1% | $4,779-89.7% |
| Participant deferral / active EE | $3,600 | $5,507-34.6% | $4,672-22.9% | $5,609-35.8% |
| Admin fee / account holder | $10,285 | $11,458-10.2% | $8,548+20.3% | $10,828-5.0% |