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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 | $15,021 | $168,636-91.1% | $147,618-89.8% | $125,388-88.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -3.17% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $36 | $6,252-99.4% | $5,565-99.4% | $4,866-99.3% |
| Participant deferral / active EE | $2,302 | $5,507-58.2% | $4,895-53.0% | $5,352-57.0% |
| Admin fee / account holder | $2,165 | $13,580-84.1% | $11,612-81.4% | $9,541-77.3% |