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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 | $16,537 | $82,678-80.0% | $125,391-86.8% | $68,490-75.9% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $413 | $3,382-87.8% | $4,816-91.4% | $2,597-84.1% |
| Participant deferral / active EE | $5,016 | $6,111-17.9% | $7,448-32.7% | $4,028+24.5% |
| Admin fee / account holder | $1,616 | $6,277-74.3% | $10,009-83.9% | $5,403-70.1% |