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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 | $17,924 | $160,059-88.8% | $140,019-87.2% | $135,379-86.8% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -6.97% | 911.44%-918.4pp | 651.15%-658.1pp | 519.79%-526.8pp |
| Employer contribution / active EE | $575 | $6,420-91.0% | $5,605-89.7% | $4,779-88.0% |
| Participant deferral / active EE | $2,901 | $7,641-62.0% | $6,927-58.1% | $5,609-48.3% |
| Admin fee / account holder | $1,012 | $13,328-92.4% | $10,705-90.5% | $10,828-90.7% |