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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 | $12,374 | $167,353-92.6% | $143,797-91.4% | $134,545-90.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.84% | 0.48%-16.3pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $930 | $5,620-83.4% | $4,952-81.2% | $4,742-80.4% |
| Participant deferral / active EE | $2,366 | $6,447-63.3% | $5,638-58.0% | $6,401-63.0% |
| Admin fee / account holder | $3,812 | $18,096-78.9% | $14,679-74.0% | $11,431-66.7% |