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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 | $21,588 | $180,466-88.0% | $154,114-86.0% | $135,382-84.1% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -6.41% | 888.15%-894.6pp | 735.16%-741.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $311 | $6,035-94.8% | $5,298-94.1% | $4,779-93.5% |
| Participant deferral / active EE | $2,743 | $5,806-52.8% | $5,081-46.0% | $5,609-51.1% |
| Admin fee / account holder | $14,405 | $16,144-10.8% | $13,411+7.4% | $10,829+33.0% |