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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 | $13,118 | $138,114-90.5% | $125,391-89.5% | $134,545-90.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.13% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $369 | $5,246-93.0% | $4,816-92.3% | $4,742-92.2% |
| Participant deferral / active EE | $2,614 | $7,801-66.5% | $7,448-64.9% | $6,401-59.2% |
| Admin fee / account holder | $725 | $11,570-93.7% | $10,009-92.8% | $11,431-93.7% |