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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 | $25,772 | $168,635-84.7% | $147,617-82.5% | $125,389-79.4% |
| Participation rate | 54.2% | 88.8%-34.6pp | 84.6%-30.5pp | 83.2%-29.0pp |
| Annual return | -3.23% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $988 | $6,252-84.2% | $5,564-82.2% | $4,866-79.7% |
| Participant deferral / active EE | $2,045 | $5,507-62.9% | $4,895-58.2% | $5,352-61.8% |
| Admin fee / account holder | $767 | $13,580-94.4% | $11,612-93.4% | $9,541-92.0% |