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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 | $14,760 | $56,200-73.7% | $67,653-78.2% | $59,633-75.2% |
| Participation rate | 35.2% | 71.5%-36.3pp | 75.7%-40.5pp | 68.7%-33.5pp |
| Annual return | -1.40% | 18506.71%-18508.1pp | 6625.22%-6626.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $175 | $1,615-89.2% | $2,266-92.3% | $2,203-92.1% |
| Participant deferral / active EE | $1,472 | $2,843-48.2% | $3,560-58.7% | $3,192-53.9% |
| Admin fee / account holder | $1,751 | $3,959-55.8% | $4,821-63.7% | $4,297-59.3% |