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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 | $16,599 | $138,076-88.0% | $123,553-86.6% | $135,380-87.7% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -5.19% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $604 | $5,152-88.3% | $4,628-87.0% | $4,779-87.4% |
| Participant deferral / active EE | $3,227 | $6,800-52.5% | $6,426-49.8% | $5,609-42.5% |
| Admin fee / account holder | $3,523 | $10,917-67.7% | $9,284-62.1% | $10,828-67.5% |