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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 | $14,736 | $138,072-89.3% | $123,549-88.1% | $135,382-89.1% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -1.67% | 153.69%-155.4pp | 119.20%-120.9pp | 519.77%-521.4pp |
| Employer contribution / active EE | $838 | $5,152-83.7% | $4,628-81.9% | $4,779-82.5% |
| Participant deferral / active EE | $2,239 | $6,799-67.1% | $6,426-65.2% | $5,609-60.1% |
| Admin fee / account holder | $7,446 | $10,917-31.8% | $9,284-19.8% | $10,829-31.2% |