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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 | $18,717 | $168,636-88.9% | $147,618-87.3% | $125,388-85.1% |
| Participation rate | 38.1% | 88.8%-50.7pp | 84.6%-46.5pp | 83.2%-45.1pp |
| Annual return | -1.02% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $652 | $6,252-89.6% | $5,565-88.3% | $4,866-86.6% |
| Participant deferral / active EE | $2,157 | $5,507-60.8% | $4,895-55.9% | $5,352-59.7% |
| Admin fee / account holder | $2,298 | $13,580-83.1% | $11,612-80.2% | $9,541-75.9% |