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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 | $20,920 | $135,639-84.6% | $110,241-81.0% | $135,382-84.5% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.8%-21.9pp | 82.6%-24.7pp |
| Annual return | -6.84% | 513.21%-520.1pp | 314.75%-321.6pp | 519.77%-526.6pp |
| Employer contribution / active EE | $854 | $4,907-82.6% | $3,827-77.7% | $4,779-82.1% |
| Participant deferral / active EE | $4,010 | $5,507-27.2% | $4,672-14.2% | $5,609-28.5% |
| Admin fee / account holder | $13,362 | $11,457+16.6% | $8,548+56.3% | $10,829+23.4% |