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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 | $18,828 | $167,504-88.8% | $151,628-87.6% | $134,509-86.0% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.5%-57.5pp | 81.2%-51.2pp |
| Annual return | -15.07% | 7.81%-22.9pp | 3.34%-18.4pp | 418.13%-433.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,151 | $8,985-42.7% | $8,363-38.4% | $6,400-19.5% |
| Admin fee / account holder | $3,698 | $13,779-73.2% | $11,613-68.2% | $11,427-67.6% |