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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 | $15,040 | $180,459-91.7% | $154,108-90.2% | $135,380-88.9% |
| Participation rate | 39.1% | 87.4%-48.3pp | 83.0%-43.9pp | 82.6%-43.5pp |
| Annual return | -8.78% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,013 | $6,035-83.2% | $5,298-80.9% | $4,779-78.8% |
| Participant deferral / active EE | $3,470 | $5,806-40.2% | $5,081-31.7% | $5,609-38.1% |
| Admin fee / account holder | $1,353 | $16,145-91.6% | $13,411-89.9% | $10,828-87.5% |