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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 | $17,113 | $180,466-90.5% | $154,114-88.9% | $135,382-87.4% |
| Participation rate | 18.2% | 87.4%-69.2pp | 83.0%-64.9pp | 82.6%-64.5pp |
| Annual return | -6.75% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,040 | $6,035-82.8% | $5,298-80.4% | $4,779-78.2% |
| Participant deferral / active EE | $2,031 | $5,806-65.0% | $5,081-60.0% | $5,609-63.8% |
| Admin fee / account holder | $1,677 | $16,144-89.6% | $13,411-87.5% | $10,829-84.5% |