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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 | $24,784 | $168,636-85.3% | $147,618-83.2% | $125,388-80.2% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -3.66% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $924 | $6,252-85.2% | $5,565-83.4% | $4,866-81.0% |
| Participant deferral / active EE | $1,815 | $5,507-67.0% | $4,895-62.9% | $5,352-66.1% |
| Admin fee / account holder | $493 | $13,580-96.4% | $11,612-95.8% | $9,541-94.8% |