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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 | $17,731 | $211,946-91.6% | $169,452-89.5% | $135,380-86.9% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -8.31% | 3.26%-11.6pp | 1.83%-10.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,736 | $6,075-22.1% | $5,277-10.3% | $5,609-15.6% |
| Admin fee / account holder | $11,797 | $11,472+2.8% | $9,110+29.5% | $10,828+9.0% |