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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 | $16,558 | $167,533-90.1% | $151,645-89.1% | $134,545-87.7% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -13.61% | 7.81%-21.4pp | 3.34%-17.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $633 | $6,828-90.7% | $6,165-89.7% | $4,742-86.7% |
| Participant deferral / active EE | $4,607 | $8,985-48.7% | $8,363-44.9% | $6,401-28.0% |
| Admin fee / account holder | $533 | $13,781-96.1% | $11,614-95.4% | $11,431-95.3% |