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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 | $14,933 | $197,819-92.5% | $155,789-90.4% | $125,389-88.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -0.46% | 86.73%-87.2pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,954 | $5,631-47.5% | $4,798-38.4% | $5,352-44.8% |
| Admin fee / account holder | $30,009 | $9,544+214.4% | $7,477+301.3% | $9,541+214.5% |