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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 | $14,597 | $100,811-85.5% | $86,698-83.2% | $134,545-89.2% |
| Participation rate | 53.3% | 79.0%-25.6pp | 76.6%-23.3pp | 81.2%-27.9pp |
| Annual return | -7.93% | 29.11%-37.0pp | 35.96%-43.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $715 | $3,490-79.5% | $2,837-74.8% | $4,742-84.9% |
| Participant deferral / active EE | $2,819 | $5,339-47.2% | $4,656-39.5% | $6,401-56.0% |
| Admin fee / account holder | $46,149 | $10,926+322.4% | $7,492+516.0% | $11,431+303.7% |