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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 | $22,975 | $168,636-86.4% | $147,618-84.4% | $125,388-81.7% |
| Participation rate | 69.6% | 88.8%-19.2pp | 84.6%-15.1pp | 83.2%-13.6pp |
| Annual return | -2.80% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $608 | $6,252-90.3% | $5,565-89.1% | $4,866-87.5% |
| Participant deferral / active EE | $1,875 | $5,507-66.0% | $4,895-61.7% | $5,352-65.0% |
| Admin fee / account holder | $4,320 | $13,580-68.2% | $11,612-62.8% | $9,541-54.7% |