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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 | $16,380 | $167,352-90.2% | $143,788-88.6% | $134,509-87.8% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -15.55% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $855 | $5,620-84.8% | $4,952-82.7% | $4,741-82.0% |
| Participant deferral / active EE | $2,560 | $6,447-60.3% | $5,638-54.6% | $6,400-60.0% |
| Admin fee / account holder | $147,643 | $18,091+716.1% | $14,675+906.1% | $11,427+1192.1% |