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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 | $16,865 | $135,645-87.6% | $110,243-84.7% | $135,380-87.5% |
| Participation rate | 38.5% | 83.5%-45.0pp | 79.8%-41.4pp | 82.6%-44.2pp |
| Annual return | -4.88% | 513.24%-518.1pp | 314.76%-319.6pp | 519.81%-524.7pp |
| Employer contribution / active EE | $398 | $4,907-91.9% | $3,827-89.6% | $4,779-91.7% |
| Participant deferral / active EE | $1,679 | $5,507-69.5% | $4,672-64.1% | $5,609-70.1% |
| Admin fee / account holder | $21,315 | $11,458+86.0% | $8,548+149.4% | $10,828+96.9% |