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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 | $17,283 | $167,362-89.7% | $143,799-88.0% | $134,532-87.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -11.53% | 0.47%-12.0pp | -0.04%-11.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $1,102 | $5,620-80.4% | $4,952-77.7% | $4,741-76.8% |
| Participant deferral / active EE | $5,110 | $6,447-20.7% | $5,638-9.4% | $6,401-20.2% |
| Admin fee / account holder | $12,038 | $18,094-33.5% | $14,677-18.0% | $11,429+5.3% |