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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 | $14,361 | $138,076-89.6% | $123,553-88.4% | $135,380-89.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.60% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $543 | $5,152-89.5% | $4,628-88.3% | $4,779-88.6% |
| Participant deferral / active EE | $6,030 | $6,800-11.3% | $6,426-6.2% | $5,609+7.5% |
| Admin fee / account holder | $8,136 | $10,917-25.5% | $9,284-12.4% | $10,828-24.9% |