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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 | $16,596 | $167,362-90.1% | $143,799-88.5% | $134,532-87.7% |
| Participation rate | 34.8% | 84.8%-50.0pp | 80.3%-45.5pp | 81.2%-46.4pp |
| Annual return | -17.47% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,243 | $6,447-65.2% | $5,638-60.2% | $6,401-65.0% |
| Admin fee / account holder | $3,020 | $18,094-83.3% | $14,677-79.4% | $11,429-73.6% |