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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 | $10,282 | $138,114-92.6% | $125,391-91.8% | $134,545-92.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.02% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $580 | $5,246-88.9% | $4,816-88.0% | $4,742-87.8% |
| Participant deferral / active EE | $5,091 | $7,801-34.7% | $7,448-31.6% | $6,401-20.5% |
| Admin fee / account holder | $4,778 | $11,570-58.7% | $10,009-52.3% | $11,431-58.2% |