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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 | $17,198 | $92,219-81.4% | $76,768-77.6% | $135,379-87.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.79%-526.9pp |
| Employer contribution / active EE | $222 | $3,216-93.1% | $2,485-91.0% | $4,779-95.3% |
| Participant deferral / active EE | $2,223 | $4,508-50.7% | $3,852-42.3% | $5,609-60.4% |
| Admin fee / account holder | $503 | $10,749-95.3% | $6,675-92.5% | $10,828-95.4% |