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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 | $14,479 | $167,362-91.3% | $143,799-89.9% | $134,532-89.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.52% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $909 | $5,620-83.8% | $4,952-81.6% | $4,741-80.8% |
| Participant deferral / active EE | $2,166 | $6,447-66.4% | $5,638-61.6% | $6,401-66.2% |
| Admin fee / account holder | $678 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |