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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 | $16,983 | $95,975-82.3% | $74,549-77.2% | $135,379-87.5% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -6.72% | 56.96%-63.7pp | 32.53%-39.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,587 | $3,844-58.7% | $3,108-48.9% | $5,609-71.7% |
| Admin fee / account holder | $3,649 | $6,522-44.0% | $5,059-27.9% | $10,828-66.3% |