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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 | $16,313 | $158,852-89.7% | $121,220-86.5% | $135,380-88.0% |
| Participation rate | 36.4% | 79.3%-42.9pp | 71.8%-35.4pp | 82.6%-46.3pp |
| Annual return | -4.66% | -0.64%-4.0pp | 16.94%-21.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,092 | $4,006-72.7% | $3,345-67.4% | $5,609-80.5% |
| Admin fee / account holder | $14,244 | $6,515+118.6% | $5,021+183.7% | $10,828+31.5% |