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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 | $24,728 | $180,462-86.3% | $154,111-84.0% | $135,379-81.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -6.19% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $667 | $6,036-88.9% | $5,298-87.4% | $4,779-86.0% |
| Participant deferral / active EE | $4,495 | $5,806-22.6% | $5,081-11.5% | $5,609-19.9% |
| Admin fee / account holder | $393 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |