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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 | $20,396 | $127,096-84.0% | $105,736-80.7% | $135,380-84.9% |
| Participation rate | 53.8% | 82.7%-28.9pp | 76.3%-22.5pp | 82.6%-28.8pp |
| Annual return | -2.39% | 4.49%-6.9pp | 6.27%-8.7pp | 519.81%-522.2pp |
| Employer contribution / active EE | $278 | $4,107-93.2% | $3,268-91.5% | $4,779-94.2% |
| Participant deferral / active EE | $1,692 | $5,064-66.6% | $4,080-58.5% | $5,609-69.8% |
| Admin fee / account holder | $15,467 | $9,087+70.2% | $6,913+123.7% | $10,828+42.8% |