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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 | $18,072 | $142,361-87.3% | $119,608-84.9% | $134,509-86.6% |
| Participation rate | 40.9% | 82.8%-41.9pp | 79.3%-38.4pp | 81.2%-40.3pp |
| Annual return | -14.22% | -12.46%-1.8pp | -14.98%+0.8pp | 418.13%-432.4pp |
| Employer contribution / active EE | $406 | $5,224-92.2% | $4,232-90.4% | $4,741-91.4% |
| Participant deferral / active EE | $2,100 | $6,468-67.5% | $5,601-62.5% | $6,400-67.2% |
| Admin fee / account holder | $32,423 | $13,588+138.6% | $10,326+214.0% | $11,427+183.8% |