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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 | $18,733 | $180,462-89.6% | $154,111-87.8% | $135,379-86.2% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -6.74% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $827 | $6,036-86.3% | $5,298-84.4% | $4,779-82.7% |
| Participant deferral / active EE | $3,057 | $5,806-47.4% | $5,081-39.8% | $5,609-45.5% |
| Admin fee / account holder | $10,250 | $16,145-36.5% | $13,411-23.6% | $10,828-5.3% |