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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 | $15,490 | $100,811-84.6% | $86,698-82.1% | $134,545-88.5% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -19.90% | 29.11%-49.0pp | 35.96%-55.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $490 | $3,490-86.0% | $2,837-82.7% | $4,742-89.7% |
| Participant deferral / active EE | $1,902 | $5,339-64.4% | $4,656-59.2% | $6,401-70.3% |
| Admin fee / account holder | $9,533 | $10,926-12.8% | $7,492+27.2% | $11,431-16.6% |