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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 | $14,522 | $100,805-85.6% | $86,698-83.3% | $134,532-89.2% |
| Participation rate | 69.2% | 79.0%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -19.76% | 29.09%-48.8pp | 35.95%-55.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $685 | $3,490-80.4% | $2,837-75.9% | $4,741-85.6% |
| Participant deferral / active EE | $3,124 | $5,339-41.5% | $4,656-32.9% | $6,401-51.2% |
| Admin fee / account holder | $1,365 | $10,925-87.5% | $7,493-81.8% | $11,429-88.1% |