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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 | $17,372 | $142,361-87.8% | $119,608-85.5% | $134,509-87.1% |
| Participation rate | 46.7% | 82.8%-36.2pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -18.10% | -12.46%-5.6pp | -14.98%-3.1pp | 418.13%-436.2pp |
| Employer contribution / active EE | $663 | $5,224-87.3% | $4,232-84.3% | $4,741-86.0% |
| Participant deferral / active EE | $2,568 | $6,468-60.3% | $5,601-54.2% | $6,400-59.9% |
| Admin fee / account holder | $2,208 | $13,588-83.7% | $10,326-78.6% | $11,427-80.7% |