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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 | $13,835 | $105,861-86.9% | $90,756-84.8% | $134,509-89.7% |
| Participation rate | 68.2% | 78.2%-10.1pp | 75.7%-7.5pp | 81.2%-13.0pp |
| Annual return | -19.55% | -10.99%-8.6pp | -12.16%-7.4pp | 418.13%-437.7pp |
| Employer contribution / active EE | $470 | $3,463-86.4% | $2,922-83.9% | $4,741-90.1% |
| Participant deferral / active EE | $2,106 | $5,217-59.6% | $4,565-53.9% | $6,400-67.1% |
| Admin fee / account holder | $1,224 | $13,938-91.2% | $8,445-85.5% | $11,427-89.3% |