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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 | $28,141 | $180,466-84.4% | $154,114-81.7% | $135,382-79.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.60% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,189 | $6,035-80.3% | $5,298-77.6% | $4,779-75.1% |
| Participant deferral / active EE | $3,169 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $638 | $16,144-96.0% | $13,411-95.2% | $10,829-94.1% |