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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 | $14,404 | $135,639-89.4% | $110,241-86.9% | $135,382-89.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -2.40% | 513.21%-515.6pp | 314.75%-317.2pp | 519.77%-522.2pp |
| Employer contribution / active EE | $571 | $4,907-88.4% | $3,827-85.1% | $4,779-88.0% |
| Participant deferral / active EE | $4,500 | $5,507-18.3% | $4,672-3.7% | $5,609-19.8% |
| Admin fee / account holder | $7,184 | $11,457-37.3% | $8,548-16.0% | $10,829-33.7% |