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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 | $15,269 | $154,209-90.1% | $130,062-88.3% | $139,487-89.1% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 19.03% | 32.52%-13.5pp | -137.37%+156.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,477 | $6,709-48.2% | $5,821-40.3% | $6,713-48.2% |
| Admin fee / account holder | $444 | $13,988-96.8% | $10,601-95.8% | $11,407-96.1% |