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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 | $22,227 | $160,059-86.1% | $140,019-84.1% | $135,382-83.6% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.5%-50.0pp | 82.6%-45.1pp |
| Annual return | -8.74% | 911.44%-920.2pp | 651.15%-659.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,031 | $7,641-47.2% | $6,927-41.8% | $5,609-28.1% |
| Admin fee / account holder | $46,886 | $13,328+251.8% | $10,705+338.0% | $10,829+333.0% |