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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 | $13,853 | $135,639-89.8% | $110,241-87.4% | $135,382-89.8% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -3.61% | 513.21%-516.8pp | 314.75%-318.4pp | 519.77%-523.4pp |
| Employer contribution / active EE | $839 | $4,907-82.9% | $3,827-78.1% | $4,779-82.4% |
| Participant deferral / active EE | $2,372 | $5,507-56.9% | $4,672-49.2% | $5,609-57.7% |
| Admin fee / account holder | $5,045 | $11,457-56.0% | $8,548-41.0% | $10,829-53.4% |