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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 | $10,575 | $138,102-92.3% | $125,381-91.6% | $134,532-92.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.54% | 750.73%-770.3pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $838 | $5,245-84.0% | $4,815-82.6% | $4,741-82.3% |
| Participant deferral / active EE | $4,491 | $7,801-42.4% | $7,448-39.7% | $6,401-29.8% |
| Admin fee / account holder | $1,653 | $11,568-85.7% | $10,007-83.5% | $11,429-85.5% |