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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 | $23,881 | $160,059-85.1% | $140,019-82.9% | $135,380-82.4% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -1.28% | 911.48%-912.8pp | 651.17%-652.4pp | 519.81%-521.1pp |
| Employer contribution / active EE | $1,011 | $6,420-84.3% | $5,605-82.0% | $4,779-78.8% |
| Participant deferral / active EE | $3,278 | $7,641-57.1% | $6,927-52.7% | $5,609-41.6% |
| Admin fee / account holder | $9,533 | $13,328-28.5% | $10,705-11.0% | $10,828-12.0% |