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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 | $20,658 | $56,197-63.2% | $67,652-69.5% | $59,633-65.4% |
| Participation rate | 61.4% | 71.5%-10.1pp | 75.7%-14.3pp | 68.7%-7.3pp |
| Annual return | -2.20% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $247 | $1,615-84.7% | $2,266-89.1% | $2,203-88.8% |
| Participant deferral / active EE | $1,525 | $2,844-46.4% | $3,560-57.2% | $3,192-52.2% |
| Admin fee / account holder | $1,698 | $3,958-57.1% | $4,821-64.8% | $4,297-60.5% |