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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 | $14,620 | $95,979-84.8% | $74,551-80.4% | $135,380-89.2% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | -0.55% | 56.97%-57.5pp | 32.53%-33.1pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,838 | $3,844-52.2% | $3,108-40.9% | $5,609-67.2% |
| Admin fee / account holder | $15,571 | $6,522+138.7% | $5,059+207.8% | $10,828+43.8% |