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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 | $21,163 | $180,459-88.3% | $154,108-86.3% | $135,380-84.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -4.00% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $882 | $6,035-85.4% | $5,298-83.4% | $4,779-81.5% |
| Participant deferral / active EE | $4,389 | $5,806-24.4% | $5,081-13.6% | $5,609-21.8% |
| Admin fee / account holder | $11,539 | $16,145-28.5% | $13,411-14.0% | $10,828+6.6% |