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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 | $13,260 | $180,459-92.7% | $154,108-91.4% | $135,380-90.2% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -8.09% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $149 | $6,035-97.5% | $5,298-97.2% | $4,779-96.9% |
| Participant deferral / active EE | $3,190 | $5,806-45.1% | $5,081-37.2% | $5,609-43.1% |
| Admin fee / account holder | $2,878 | $16,145-82.2% | $13,411-78.5% | $10,828-73.4% |