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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 | $17,107 | $167,522-89.8% | $151,639-88.7% | $134,532-87.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.99% | 7.81%-25.8pp | 3.34%-21.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,713 | $8,986-58.7% | $8,363-55.6% | $6,401-42.0% |
| Admin fee / account holder | $1,026 | $13,780-92.6% | $11,613-91.2% | $11,429-91.0% |