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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 | $14,619 | $100,792-85.5% | $86,691-83.1% | $134,509-89.1% |
| Participation rate | 54.5% | 78.9%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -18.96% | 29.08%-48.0pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,935 | $5,339+29.9% | $4,656+49.0% | $6,400+8.4% |
| Admin fee / account holder | $5,248 | $10,924-52.0% | $7,492-29.9% | $11,427-54.1% |