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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 | $15,552 | $180,459-91.4% | $154,108-89.9% | $135,380-88.5% |
| Participation rate | 23.1% | 87.4%-64.3pp | 83.0%-60.0pp | 82.6%-59.6pp |
| Annual return | -4.23% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $625 | $6,035-89.6% | $5,298-88.2% | $4,779-86.9% |
| Participant deferral / active EE | $2,278 | $5,806-60.8% | $5,081-55.2% | $5,609-59.4% |
| Admin fee / account holder | $4,899 | $16,145-69.7% | $13,411-63.5% | $10,828-54.8% |