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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 | $16,277 | $180,462-91.0% | $154,111-89.4% | $135,379-88.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -5.25% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,161 | $6,036-80.8% | $5,298-78.1% | $4,779-75.7% |
| Participant deferral / active EE | $3,478 | $5,806-40.1% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $396 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |