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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 | $13,599 | $90,590-85.0% | $90,782-85.0% | $135,380-90.0% |
| Participation rate | 56.3% | 83.7%-27.5pp | 82.7%-26.4pp | 82.6%-26.4pp |
| Annual return | -4.72% | -3.40%-1.3pp | -3.42%-1.3pp | 519.81%-524.5pp |
| Employer contribution / active EE | $864 | $4,352-80.1% | $4,105-78.9% | $4,779-81.9% |
| Participant deferral / active EE | $2,247 | $5,407-58.4% | $5,366-58.1% | $5,609-59.9% |
| Admin fee / account holder | $7,305 | $7,683-4.9% | $5,908+23.7% | $10,828-32.5% |