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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 | $18,976 | $168,635-88.7% | $147,617-87.1% | $125,389-84.9% |
| Participation rate | 20.8% | 88.8%-67.9pp | 84.6%-63.8pp | 83.2%-62.4pp |
| Annual return | -2.26% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $650 | $6,252-89.6% | $5,564-88.3% | $4,866-86.6% |
| Participant deferral / active EE | $2,744 | $5,507-50.2% | $4,895-43.9% | $5,352-48.7% |
| Admin fee / account holder | $10,227 | $13,580-24.7% | $11,612-11.9% | $9,541+7.2% |