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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 | $16,523 | $95,975-82.8% | $74,549-77.8% | $135,379-87.8% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -6.87% | 56.96%-63.8pp | 32.53%-39.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,807 | $3,844+77.1% | $3,108+119.0% | $5,609+21.4% |
| Admin fee / account holder | $2,751 | $6,522-57.8% | $5,059-45.6% | $10,828-74.6% |