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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 | $17,132 | $127,387-86.6% | $115,038-85.1% | $125,389-86.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $18 | $5,166-99.7% | $4,608-99.6% | $4,866-99.6% |
| Participant deferral / active EE | $5,147 | $6,423-19.9% | $6,026-14.6% | $5,352-3.8% |
| Admin fee / account holder | $5,065 | $9,516-46.8% | $8,175-38.0% | $9,541-46.9% |