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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 | $14,164 | $138,075-89.7% | $123,552-88.5% | $135,379-89.5% |
| Participation rate | 46.7% | 84.7%-38.1pp | 82.3%-35.6pp | 82.6%-36.0pp |
| Annual return | -8.78% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,379 | $6,800-65.0% | $6,426-63.0% | $5,609-57.6% |
| Admin fee / account holder | $933 | $10,917-91.5% | $9,285-90.0% | $10,828-91.4% |