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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 | $16,719 | $167,352-90.0% | $143,788-88.4% | $134,509-87.6% |
| Participation rate | 65.2% | 84.8%-19.6pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -18.74% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $652 | $5,620-88.4% | $4,952-86.8% | $4,741-86.2% |
| Participant deferral / active EE | $2,891 | $6,447-55.2% | $5,638-48.7% | $6,400-54.8% |
| Admin fee / account holder | $1,060 | $18,091-94.1% | $14,675-92.8% | $11,427-90.7% |