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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 | $12,372 | $100,805-87.7% | $86,698-85.7% | $134,532-90.8% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -18.13% | 29.09%-47.2pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $463 | $3,490-86.7% | $2,837-83.7% | $4,741-90.2% |
| Participant deferral / active EE | $2,287 | $5,339-57.2% | $4,656-50.9% | $6,401-64.3% |
| Admin fee / account holder | $1,173 | $10,925-89.3% | $7,493-84.3% | $11,429-89.7% |