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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 | $15,420 | $142,409-89.2% | $119,634-87.1% | $134,545-88.5% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -19.18% | -12.46%-6.7pp | -14.98%-4.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $812 | $5,224-84.5% | $4,232-80.8% | $4,742-82.9% |
| Participant deferral / active EE | $2,619 | $6,468-59.5% | $5,601-53.2% | $6,401-59.1% |
| Admin fee / account holder | $1,928 | $13,594-85.8% | $10,329-81.3% | $11,431-83.1% |