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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 | $15,719 | $138,072-88.6% | $123,549-87.3% | $135,382-88.4% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -7.80% | 153.69%-161.5pp | 119.20%-127.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $658 | $5,152-87.2% | $4,628-85.8% | $4,779-86.2% |
| Participant deferral / active EE | $2,425 | $6,799-64.3% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $473 | $10,917-95.7% | $9,284-94.9% | $10,829-95.6% |