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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 | $9,539 | $140,578-93.2% | $100,671-90.5% | $125,389-92.4% |
| Participation rate | 25.0% | 80.4%-55.4pp | 70.7%-45.7pp | 83.2%-58.2pp |
| Annual return | -0.48% | 24.67%-25.2pp | 20.43%-20.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,150 | $3,981-71.1% | $3,144-63.4% | $5,352-78.5% |
| Admin fee / account holder | $23,216 | $6,716+245.7% | $4,850+378.7% | $9,541+143.3% |