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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 | $14,428 | $138,075-89.6% | $123,552-88.3% | $135,379-89.3% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -3.43% | 153.70%-157.1pp | 119.20%-122.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $216 | $5,152-95.8% | $4,628-95.3% | $4,779-95.5% |
| Participant deferral / active EE | $2,871 | $6,800-57.8% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $14,911 | $10,917+36.6% | $9,285+60.6% | $10,828+37.7% |