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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 | $16,671 | $167,533-90.0% | $151,645-89.0% | $134,545-87.6% |
| Participation rate | 41.7% | 88.4%-46.7pp | 87.5%-45.8pp | 81.2%-39.6pp |
| Annual return | -20.50% | 7.81%-28.3pp | 3.34%-23.8pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,609 | $8,985-59.8% | $8,363-56.8% | $6,401-43.6% |
| Admin fee / account holder | $2,857 | $13,781-79.3% | $11,614-75.4% | $11,431-75.0% |