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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 | $13,659 | $138,076-90.1% | $123,553-88.9% | $135,380-89.9% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -1.06% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $855 | $5,152-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $3,109 | $6,800-54.3% | $6,426-51.6% | $5,609-44.6% |
| Admin fee / account holder | $20,334 | $10,917+86.3% | $9,284+119.0% | $10,828+87.8% |