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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 | $14,826 | $127,386-88.4% | $115,037-87.1% | $125,388-88.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.99% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $382 | $5,166-92.6% | $4,608-91.7% | $4,866-92.1% |
| Participant deferral / active EE | $2,203 | $6,423-65.7% | $6,026-63.4% | $5,352-58.8% |
| Admin fee / account holder | $897 | $9,516-90.6% | $8,175-89.0% | $9,541-90.6% |