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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 | $12,033 | $180,466-93.3% | $154,114-92.2% | $135,382-91.1% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | -2.68% | 888.15%-890.8pp | 735.16%-737.8pp | 519.77%-522.5pp |
| Employer contribution / active EE | $1,030 | $6,035-82.9% | $5,298-80.6% | $4,779-78.5% |
| Participant deferral / active EE | $3,241 | $5,806-44.2% | $5,081-36.2% | $5,609-42.2% |
| Admin fee / account holder | $2,217 | $16,144-86.3% | $13,411-83.5% | $10,829-79.5% |