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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 | $12,512 | $168,636-92.6% | $147,618-91.5% | $125,388-90.0% |
| Participation rate | 35.7% | 88.8%-53.1pp | 84.6%-48.9pp | 83.2%-47.5pp |
| Annual return | -0.17% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,445 | $5,507-55.6% | $4,895-50.1% | $5,352-54.3% |
| Admin fee / account holder | $11,823 | $13,580-12.9% | $11,612+1.8% | $9,541+23.9% |