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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 | $18,337 | $56,197-67.4% | $67,652-72.9% | $59,633-69.3% |
| Participation rate | 51.9% | 71.5%-19.6pp | 75.7%-23.8pp | 68.7%-16.8pp |
| Annual return | -2.26% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $193 | $1,615-88.1% | $2,266-91.5% | $2,203-91.3% |
| Participant deferral / active EE | $1,439 | $2,844-49.4% | $3,560-59.6% | $3,192-54.9% |
| Admin fee / account holder | $1,829 | $3,958-53.8% | $4,821-62.1% | $4,297-57.4% |