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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 | $16,542 | $100,805-83.6% | $86,698-80.9% | $134,532-87.7% |
| Participation rate | 28.6% | 79.0%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -15.75% | 29.09%-44.8pp | 35.95%-51.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $333 | $3,490-90.5% | $2,837-88.3% | $4,741-93.0% |
| Participant deferral / active EE | $1,815 | $5,339-66.0% | $4,656-61.0% | $6,401-71.6% |
| Admin fee / account holder | $16,344 | $10,925+49.6% | $7,493+118.1% | $11,429+43.0% |