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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 | $15,760 | $167,362-90.6% | $143,799-89.0% | $134,532-88.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -11.18% | 0.47%-11.7pp | -0.04%-11.1pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,115 | $5,620-80.2% | $4,952-77.5% | $4,741-76.5% |
| Participant deferral / active EE | $4,550 | $6,447-29.4% | $5,638-19.3% | $6,401-28.9% |
| Admin fee / account holder | $8,483 | $18,094-53.1% | $14,677-42.2% | $11,429-25.8% |