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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 | $6,135 | $138,078-95.6% | $125,363-95.1% | $134,509-95.4% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -11.17% | 750.49%-761.7pp | 572.15%-583.3pp | 418.13%-429.3pp |
| Employer contribution / active EE | $885 | $5,245-83.1% | $4,815-81.6% | $4,741-81.3% |
| Participant deferral / active EE | $3,218 | $7,800-58.7% | $7,447-56.8% | $6,400-49.7% |
| Admin fee / account holder | $3,759 | $11,566-67.5% | $10,005-62.4% | $11,427-67.1% |