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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 | $14,903 | $138,076-89.2% | $123,553-87.9% | $135,380-89.0% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -5.00% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $384 | $5,152-92.5% | $4,628-91.7% | $4,779-92.0% |
| Participant deferral / active EE | $2,986 | $6,800-56.1% | $6,426-53.5% | $5,609-46.8% |
| Admin fee / account holder | $9,299 | $10,917-14.8% | $9,284+0.2% | $10,828-14.1% |