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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 | $14,759 | $95,975-84.6% | $74,549-80.2% | $135,379-89.1% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -3.26% | 56.96%-60.2pp | 32.53%-35.8pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,545 | $3,844-59.8% | $3,108-50.3% | $5,609-72.5% |
| Admin fee / account holder | $650 | $6,522-90.0% | $5,059-87.2% | $10,828-94.0% |