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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 | $16,681 | $95,975-82.6% | $74,549-77.6% | $135,379-87.7% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -5.99% | 56.96%-63.0pp | 32.53%-38.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $200 | $2,716-92.6% | $1,961-89.8% | $4,779-95.8% |
| Participant deferral / active EE | $903 | $3,844-76.5% | $3,108-70.9% | $5,609-83.9% |
| Admin fee / account holder | $4,159 | $6,522-36.2% | $5,059-17.8% | $10,828-61.6% |