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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 | $14,839 | $180,459-91.8% | $154,108-90.4% | $135,380-89.0% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -8.47% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $853 | $6,035-85.9% | $5,298-83.9% | $4,779-82.2% |
| Participant deferral / active EE | $3,970 | $5,806-31.6% | $5,081-21.9% | $5,609-29.2% |
| Admin fee / account holder | $337 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |