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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 | $14,895 | $135,645-89.0% | $110,243-86.5% | $135,379-89.0% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.8%-26.5pp | 82.6%-29.3pp |
| Annual return | -7.76% | 513.24%-521.0pp | 314.76%-322.5pp | 519.79%-527.5pp |
| Employer contribution / active EE | $871 | $4,907-82.2% | $3,827-77.2% | $4,779-81.8% |
| Participant deferral / active EE | $1,748 | $5,507-68.3% | $4,672-62.6% | $5,609-68.8% |
| Admin fee / account holder | $2,864 | $11,458-75.0% | $8,548-66.5% | $10,828-73.5% |