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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 | $18,814 | $56,197-66.5% | $67,652-72.2% | $59,633-68.5% |
| Participation rate | 57.5% | 71.5%-14.0pp | 75.7%-18.2pp | 68.7%-11.2pp |
| Annual return | -1.39% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $306 | $1,615-81.1% | $2,266-86.5% | $2,203-86.1% |
| Participant deferral / active EE | $1,601 | $2,844-43.7% | $3,560-55.0% | $3,192-49.8% |
| Admin fee / account holder | $3,320 | $3,958-16.1% | $4,821-31.1% | $4,297-22.7% |