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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 | $17,656 | $180,462-90.2% | $154,111-88.5% | $135,379-87.0% |
| Participation rate | 26.1% | 87.4%-61.3pp | 83.0%-57.0pp | 82.6%-56.6pp |
| Annual return | -2.51% | 888.17%-890.7pp | 735.18%-737.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $1,149 | $6,036-81.0% | $5,298-78.3% | $4,779-76.0% |
| Participant deferral / active EE | $2,903 | $5,806-50.0% | $5,081-42.9% | $5,609-48.2% |
| Admin fee / account holder | $25,252 | $16,145+56.4% | $13,411+88.3% | $10,828+133.2% |